Fidelity Investments
Investing,
Financial AdvisingHours:
111 S Westlake Blvd #1, Thousand Oaks CA 91362 Hours
About Fidelity Investments
Fidelity Investments is known for its excellent customer service, with staff members like Kevin Cvitanov, Nancy Chappell, and Brandon Fleming receiving high praise for their patience, kindness, and informative guidance. They strive to make financial concepts clear and user-friendly, accommodating clients through both in-person and Zoom meetings. The environment is described as friendly and modern, with amenities like free coffee and water. However, there have been some concerns regarding efficiency, particularly with long waits to fill out forms, despite prior communication. Overall, the team is recommended for their effective service, although some improvements in efficiency are needed.
Most Recent Reviews
October 2025
It's always a great, friendly, and helpful place. They're far better than banks for savings accounts also.
June 2023
I had several calls with Nancy and Kevin and both provided me with excellent customer service. They are patient, kind, informative and understanding of the potential that not everyone is super well versed in the world of finances. They make explanations clear & user-friendly. The are time efficient, and also very effective.
January 2023
Excellent customer service! Our consultant Brandon Fleming was stellar. He answered all of our questions, explained all our options, and did the whole thing with a smile. The environment is friendly and modern, and there was free coffee/water also. Overall, speedy and quality service.
More Comments(15)
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