Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
I've worked with Jacqueline Kwan from November 2025 to date and found her knowledge, alertness of mind and attiude and desire to help exceptional. She is one of the best in the industry.
February 2026
I’ve had an excellent experience to date with Fidelity in Walnut Creek. Office staff is always courteous and friendly, and Garrett Baker and team provide solid financial advice and support, with none of the sales pressure you may endure elsewhere.
September 2025
Had a very interesting meeting. They tried to tell me who the celebrities that were invested in the portfolios they were trying to give me were as opposed to what the performance structure of the companies within the portfolio. Over & done. I will never go back and then I'm going to take my money out as soon as possible.
