Fidelity Investments is a renowned American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, Fidelity is one of the largest asset managers in the world, with $11.8 trillion in assets under administration as of December 2021. The company offers a wide range of services, including brokerage, mutual fund management, investment advice, retirement planning, and wealth management. Customers praise Fidelity's excellent customer service, user-friendly online platform and mobile app, as well as the support provided by their knowledgeable and professional staff. The company's Investor Centers are conveniently located, and they often validate parking for customers. Whether you're looking for financial planning, investment management, or brokerage services, Fidelity Investments is a trusted and reliable partner for your financial needs.
Working with Melissa is one of the greatest decisions I’ve made for my finances. Her commitment to her clients’ prosperity goes beyond words. She’s very intelligent, professional, answers questions thoroughly, and communicates effectively. If anyone is looking for an investment consultant, look no further.
October 2022
Great customer service. However if you need to cash a check from fidelity " investments" not fidelity bank. There is no bank branch you can walk into and cash the check.
October 2021
I have had two phone calls with Dane in this office so far. He's fantastic- very patient and explains things over and over (which I need). I appreciate his organized approach and the time spent on educating someone with little knowledge on investments so that I feel empowered to do with my money what I want!
