Fidelity Investments

Ronald Smith 

on Google

4 days ago

They have done a great job with my rollover 

Kelly Cambridgeport 

on Google

6 months ago

I’m providing feedback about a prior in-branch interaction that left me concerned about whether recommendations were fully aligned with my best interests. The interaction felt primarily focused on recommending a large annuity funded through a rollover from a prior employer plan. The recommendation was framed around concerns that I did not have a steady income stream and that a market downturn could significantly reduce my assets. While market risk is an important consideration, the discussion felt one-sided and did not inclu... read more

P J 

on Google

6 months ago

I have had an account at Fidelity for 40 years. The Backbay Branch has to be the worst Fidelity has. I was assigned a Financial Advisor (whom I didn't select) who turned out to be a disaster. When I called to change Advisors, after 15 minutes I was told they couldn't find anyone, but the one I wanted to dump insisted on talking to me. I hung up. He tried calling me even though my account has a "Do not call" on it. I warn everyone not to go near this guy and try to use another Branch if possible. Horrid Branch. Since dumping ... read more