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October 2023 by DJ AJ Falcon
I was impressed with the advice I received from my advisor Daniel Perez, but think it could've been a little more thorough. He was very helpful in having me transfer some additional funds I had in a lower yielding savings account into much higher yielding SIPC insured Money Market funds. Very knowledgeable and helpful overall as were the other staff there. The office location and layout are beautiful. Things that could be improved are to have a receptionist in the lobby to check you in, greet you etc, and that the advisor takes a little more time with you. I felt a bit rushed. Decaf coffee in the free beverages would be a plus as I'm sure many clients have to watch their caffeine intake. Overall a postive experience and I'd recommend them, but would just like to feel less rushed and have other potential investment asset allocations explored.
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September 2023 by Rolando Valdes
If you are looking for the perfect Financial Representative at Fidelity Investments in Coral Gables, ask for Jacqueline M. Walcott!Ms. Walcott is extremely capable at listening and understanding your issues, undertaking them with a professional and knowledgable approach, effectively addressing each and every subject to a complete resolution and my total satisfaction, bonus: Calming smiling without hastiness. Recommended!
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July 2023 by David Amador
I went to the local Fidelity Branch in Coral Gables . Jackie at this branch was VERY VERY helpful, kind and patient. And knowledgeable.
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April 2023 by Jorge Gamoneda
Horrible place ,services at no level ,incredible ,looks like Latinoamérica bank services !No polite people ,shame on you guys .
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October 2022 by Cookie
Sam Grosser team us excellent. Very knowledgeable and a pleasure to work with.
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October 2022 by M R
Horrible service. As if you are bothering them making a deposit or opening an account. Also, the person there seemed annoyed that I replied yes, that I wanted a receipt for a five figure check deposit. Incredible.
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October 2021 by Enrique Montenegro
I cannot comunicate to ask some questions recently
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October 2021 by Peter Brown
The Fidelity app is excellent, but be careful if you ever want to speak with a real person. I've been on hold close to an hour on three unsuccessful phone calls. I tried their chat bot which was an even bigger waste of time. I could not even find an email address to which I could send a question.
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October 2021 by carlos bencomo
Thanks to Daniel Perez for giving me back my confidence in Fidelity customer services, since I had been calling for several days and no one in Fidelity could assist me, finally Daniel Perez was able to answer all my questions very professionally.
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October 2021 by Jorge Soler
The branch is closed for several months and they dident informe to me about the reson I can not use this branch and review my accounts with my advisor as before. It is going to open one day? or I have to move my accounts to an other Bank.
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October 2020 by Azar Hatcher
I have a new account and had some questions about the gain I made over night. The advisor whom said his name was John Phils explained it was what I could have made if I had purchased the shares in the morning...which was a complete crock...when I called back and asked to speak to a supervisor the phone went silent. The app is great the employees are not. Remember they're just people which may get jealous that you're making more than them. What happened to professionalism? Womp womp
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October 2018 by Julio Jimenez
Have had my account with Fidelity for years, good service, specially from Harry Bluenstein who is extremely professional and helpful.
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October 2018 by Martin Genet
Absolutely no respect for their customers. Go to Schwab or td ameritrade. I should have looked at the terrible reviews for this place before wasting my time to drive there. Absolutely awful experience
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October 2016 by Hugotrades
you guys have HORRIBLE reviews. I did not try your service but because of that, will never happen!
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October 2015 by Albert Cannon
very professional
