Fidelity Investments
Investing,
Financial AdvisingHours:
111 S Westlake Blvd #1, Thousand Oaks CA 91362 Hours
Most Recent Reviews
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.
December 2022
Long wait to fill out forms… even though we called ahead to say we were coming in to fill out the forms. No one can seem to find the forms…so far I am not impressed with the efficiency of this office.
More Comments(14)
About Fidelity Investments
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
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