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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies.
2020 S Lewis Ave Suite 100, Ste 100, Tulsa, OK, 74104, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Beware of Fidelity . . . . . . . . . . . . . Investment office in Tulsa ,Ok. They cost me $28,000 in taxes due to Capital Gains on stocks like Coinbase, Blockchain and others that are up considerably since they sold. They put me in Fidelity Mutual funds which do not have outstanding ratings and returns. THEY SOLD $15,000 0F THE S & P 500 which has had a great run. I am a retired Financial Professional and I should have been consulted before these sales. Now I am trapped as the tax consequences of selling these funds will res... read more
Cole was awesome! We’ve been attempting to work with Fidelity services online and over the phone for months. We visited this branch and Cole was able to get us everything we needed within minutes. He was patient and so happy to help.
Colt with Fidelity Investments here at the local office helped squeeze us in under a tax deadline for some small business 401k contributions. We were able to meet the deadline thanks to him tirelessly working to get out account created and funded, just in the nick of time. We could not be more grateful. He was extremely friendly and went the extra mile for us, including when we had some last minute account creation difficulties. Thanks for saving our assets!!
Avery is very helpful and easy to work with! So far so good!!
Zero stars. Locked my account for no reason (and will not even provide me with an explanation) and are making me jump through 10 million unreasonable hoops to get my money.
Fidelity Investments has a 3.4 star rating with 25 reviews.
Fidelity Investments is closed now. It will open at 9:00 a.m.
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