Several years before my retirement, Fidelity helped set up a cash flow plan. Even after my retirement, Fidelity has stayed with me and tweaked the plan as needed. As a result, I'm having a wonderful retirement!
November 2022
So far not impressed. Opened new account. Missed call from C/S so I left msg and never heard back from them or anyone else.
December 2021
Fidelity Customer Service....please get your act together....You are supposed to be running a financial institution.... Yet you run your customer service department like a Mickey Mouse institution.How can I feel comfortable letting Fidelity handle my money when you can't even open an account or get a simple wire transfer... read full comment
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.
