Fidelity Investments
Investing,
Financial AdvisingHours:
1400 Glades Rd #180, Boca Raton FL 33431 Hours
About Fidelity Investments
Fidelity Investments receives positive feedback for its friendly and knowledgeable staff, especially in the Boca location. Customers appreciate the efficient service, with some noting occasional waits due to staffing but highlighting amenities like hot drinks to pass the time. The team is described as personable, patient, and caring, with a strong focus on helping clients settle accounts and develop investment plans. One staff member is particularly praised for going above and beyond, demonstrating dedication and a genuine desire to assist. Overall, Fidelity is seen as a trustworthy and effective place for investing, with staff who prioritize client understanding and satisfaction.
Most Recent Reviews
March 2026
Great experience overall. Everything was handled professionally and with attention to detail. The quality exceeded expectations, the process was smooth, and it’s clear there’s pride in the work being done. Would definitely recommend and would gladly use again.
August 2025
Super helpful staff - Sam did a great job of walking me through an issue with my 401k rollover and got it done successfully.
October 2024
Sofia Trevino went above and beyond yesterday to help me and my daughter settle an account. She would not stop in pursuing avenues to come to a resolution which we did accomplish. She is smart, personable and really cares about her clients. I would honestly give her 10 stars!! Thank you Sofia.
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