Fidelity Investments
Investing,
Financial AdvisingHours:
1735 Market St, Philadelphia PA 19103 Hours
About Fidelity Investments
Fidelity Investments is a professional and knowledgeable firm. The team is helpful, responsive, friendly, and provides very clear information. The office is tech-forward and gorgeous. Associates handle transactions quickly and accurately, including depositing checks and direct registering shares. Advisors take time to explain various options, provide advice to meet needs, and complete purchases quickly. They offer flexibility with online, phone, or in-person meetings and consistent quarterly check-ins. Clients report an enjoyable experience with no sales pressure, appreciating the integrity and professionalism.
Most Recent Reviews
May 2023
Very knowledgeable and professional. I always receive very clear information when speaking with the fidelity associates. Enjoyable experience
April 2023
The team at Fidelity have been so helpful un setting up my IRA. They are responsive, professional, and friendly. I was able to walk in to the Philadelphia office, complete the tasks that were needed, and be back out the door in about 15 minutes.
April 2023
Fidelity is great at direct registering my GME shares into my own name instead of street name. That way, if Fidelity goes the way of FTX, I know my shares are safe with my company's Transfer Agent.
More Comments(21)
You May Also Like
- Philadelphia, Pennsylvania
