Fidelity Investments
Investing,
Financial AdvisingHours:
121 Alhambra Plz Suite 150, Coral Gables FL 33134 Hours
About Fidelity Investments
Fidelity Investments provides a variety of financial planning, wealth management, retirement, investment, and brokerage services. Clients can visit an Investor Center or schedule a complimentary planning appointment. Many customers are long-time clients who highly recommend the services. Reviews highlight positive experiences with specific representatives, describing them as very helpful, respectful, knowledgeable, patient, and providing excellent service. Staff are noted for being instrumental in guiding clients through financial planning, with a personalized approach that understands goals and crafts comprehensive plans. They are commended for explaining complex concepts in a straightforward manner and for proactive communication. The office environment is described as beautiful. Some feedback suggests potential improvements, such as having a receptionist in the lobby, feeling less rushed during appointments, exploring more investment options, and offering decaf coffee. However, experiences are overall positive, with clients reporting successful outcomes and peace of mind regarding their financial future. The service is characterized as professional, attentive, and capable of achieving total satisfaction.
Most Recent Reviews
March 2025
Appreciate the in depth service after managing my own accounts for years. Tyler Burstyn was very helpful, respectful, and provided excellent service. I have been a long time customer of Fidelity and highly recommend their services.
July 2023
I went to the local Fidelity Branch in Coral Gables . Jackie at this branch was VERY VERY helpful, kind and patient. And knowledgeable.
October 2022
Sam Grosser team us excellent. Very knowledgeable and a pleasure to work with.
More Comments(23)
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