Fidelity Investments

Investing, Financial Advising
Hours:
5905 Legacy Dr Suite A100, Plano TX 75024

Hours

Monday
8:30AM - 5PM
Tuesday
8:30AM - 5PM
Wednesday
8:30AM - 5PM
Thursday
Closed
Friday
8:30AM - 5PM
Saturday
Closed
Sunday
Closed

About Fidelity Investments

Fidelity Investments offers a range of financial services, including financial planning, wealth management, retirement, and brokerage options. Customers can schedule free appointments either online or by calling their local Investor Center. For transactions and account management, the company encourages clients to use digital tools such as the website or mobile app. Many customers have had positive experiences at this location, praising the staff for being attentive, personable, and thorough. Customers appreciate the helpfulness and professionalism of representatives, highlighting staff members who go above and beyond to meet their financial needs. Several reviews mention quick and efficient service in the branch, with employees providing clear and courteous assistance. However, some customers report frustrations with the company's phone customer service, describing it as poor and unhelpful. Several experienced long wait times and inconsistent support from different representatives. In contrast, in-branch visits are often described as pleasant, courteous, and effective, with clients able to get what they need in minutes. Overall, Fidelity Investments at this location is known for attentive and helpful staff who deliver good in-person service. Customers recommend visiting the branch for efficient support but advise using online or mobile channels for certain transactions due to challenges faced over the phone.

Most Recent Reviews

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