Was a wonderful experience working with Lauren at the Walnut Creek, CA branch. She was so helpful. Thanks Fidelity!
January 2023
Tina Pearce helped me tremendously this morning! Great customer service and breeze working with her.
October 2022
Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.
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.