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October 2023 by Peter Champoux
They are the worst. For a few days to jump through hoops to access your account while things are fluid and you want to make transactions? Never ever will they help you in down markets. Lose your sign in and make it hard to jump what you are allowed.
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September 2023 by Larry Virden
Needed help filling out form. They were quite helpful.
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August 2023 by Jeremy L.
Very poor service, I had a scheduled appointment with Andy who was late so I decided to leave. How can you trust a late financial advisor?
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April 2023 by Rose Wibley
Fidelity gambles away your money on the stock exchange loses about 2 hundred thousand but that ok bill don't need it.
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April 2023 by Ekulrengaw
Much thanks to Jeff Towles at Fidelity. He is always helpful and informative.
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April 2023 by Sara Wood
Very professional and answered my questions. This is all new for me, so Zach took his time with us and answered our questions and concerns.
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March 2023 by Mark M.
Shannon Bullock, since becoming marketing manager of Fidelity Life you have made my life a living hell with your endless bot attacks on my personal email account. How can I trust a company that buys and sells my personal information?. The funny thing is that, when I tried to send an email to you, personally, or even your company email; it was returned saying that your mailbox was full. Since you love mass marketing so much, including spam mail, why don't you publish your REAL email so that we can return the favor and sell it to scammers? I will not be using Fidelity Life so please take me off your mailing lists.
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October 2022 by Beverly Welch
Nate & his team know what they are doing. VERY helpful, patient with an old lady.
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March 2022 by Mark K.
I'm getting old. Well, I'm already old, but I'm starting to think about retirement. Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon.
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November 2021 by John Senior
Anyone but fidelity. Why ? High fees,, poor customers service. Nasty workers. They just don't care about your concerns..my wife's and i and 3 friends finally wised up and started to moving out accounts elsewhere.
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October 2021 by Ian Mertens
Excellent experience with Chad (manager). There are 3 Chad’s in the office. It would be 5 stars if the phone system wasn’t so hard to navigate. Quick tip… say “Branch office” that finally got me to where I needed.
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September 2021 by Paulo Cambraia
I have had accounts with Fidelity since 2013 and I am very pleased with their service. Every time I call, I get a real, knowledgeable person to assist me. The last experience I had, I wanted to deposit some rollover checks from my old 401K company and I was nervous to send the checks via snail mail. The lady on the phone walked me through the process on how to deposit the checks via the phone app by taking a picture and all. Real secure and easy. Seconds after I made the electronic deposit, they showed on my Fidelity account online as "pending" transactions already. I am happy with Fidelity!
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July 2021 by John Schneider
Big changes from pre covid. You can still meet with an investment specialist..but, most counter services are gone. Advisor asks you to do biz online or call the main customer service line.
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May 2021 by John Holgerson
Apparently you must link your bank account twice.... one for sending payments and one for receiving? Makes no sense. It's the same account. The most inconvenient online payment system I have ever seen.
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March 2021 by Sue Swihart
Customer service is horrible .... called the phone number and waited over 20 minutes to talk to a human; finally gave up! I would not even give them a star if I had the choice.I can’t link my Fidelity account to another trading platform which then makes my Fidelity account useless!!!!!!!!
