Fidelity Investments
Investing,
Financial AdvisingHours:
1823 Freedom Dr, Naperville IL 60563 Hours
About Fidelity Investments
Fidelity Investments offers financial planning, wealth management, retirement, investment, and brokerage services. Reviews describe top-notch service with helpful and friendly staff. One customer, despite initial concerns, was warmly greeted and found the entire office exceptional, having been a client for nearly 20 years. Advisors are noted as a great help who do not try to upsell, even when investments are not all with Fidelity. Staff make transactions quick and easy, assisting with deposits and transfers. One advisor is actively working to find good investment opportunities. Customers are encouraged to schedule a complimentary planning appointment or use digital services via the website or mobile app.
Most Recent Reviews
December 2023
Called the branch directly to see if they were open. After 27 minutes on hold with no answer, drive there to do the deposit. When I mentioned to the employee I made a comment about being on hold for 27 minutes and his response was “busy time of the year”. They simply don’t care.
December 2023
I met with my advisor, Melissa, to review my portfolio. She was a great help and didn't try to upsell me, even though my investments were not all in the Fidelity family of funds.
December 2023
I met with my advisor, Melissa, to review my portfolio. She was a great help and didn't try to upsell me, even though my investments were not all in the Fidelity family of funds.
More Comments(28)
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