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December 2022 by Albert Turcotte
Do not have the skill sets to help the clients with retirement transactions. Zero assistance but want a big fee to do nothing.
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October 2022 by Rick Abbott
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.
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July 2022 by David B.
They've done well managing my 401k, but when I went to move it to a rollover, they're was a $25 fee for the privilege of getting my money. After they've made plenty of my accounts over the years.
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May 2022 by Robert S.
Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial services corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.
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October 2021 by Michelle Breda
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!
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August 2021 by murray mcgrady jr.
Outstanding very good service the agent was very understandable
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November 2020 by Chet Sut
Excellent retirement counselling and assistance at the Providence office. Lots of selections to choose from most are very good and can likely meet anyone's situation. Web site for managing retirement inputs and planning phone support was prompt but no help unless you want to buy something.
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November 2020 by Adam B. Chuckran
Great place to invest but lick ricker Hugo and Ashley apidemi are unprofessional and delete and cook books
