Fidelity Investments
Investing,
Financial AdvisingHours:
5905 Legacy Dr Suite A100, Plano TX 75024 Hours
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
August 2025
I needed to take care of some paperwork and the staff at this office were friendly and very helpful. They even offered me a cup of coffee.
September 2024
For the past ten years, my family and I have been using this Fidelity location. The staff is attentive, personable and thorough. A particular thank you to Ryder, Josh, and Troy for going above and beyond to ensure that we had all of our questions answered and our financial needs met.
February 2024
I used their services twice in January. Both were pleasant and efficient. Josh was very professional and helpful. Will use this location again.
More Comments(39)
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- Plano, Texas