This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Fidelity Investments
- Finance
- Charlotte, NC
About this business
Location details
4611 Sharon Rd Ste 125, Ste 125, Charlotte, NC, 28211, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My experiences have always been good. A client for forty years now. On the downside: they recently "improved" their website. Monitoring investments is still easy, but the research tool has become unnecessarily complex.
Kudos to Isaiah and Brooke. I made 2 visits (V) to CLT Office to Xfer stock share certificates into our joint acct. Isaiah provided exceptional customer service on V1, setting an expectation and standard that Brooke replicated on V2. Brooke notified Isaiah on V2 and he made it a point to welcome me again. We're in good hands! Bravo!
Friendly staff.
I opened up investment account A year later I was blocked I am disabled so I don’t have a transportation to get back-and-forth to the branch so I called customer service for them to open up my account then they tell me there’s nothing they can do 🧍♀️
Friendly staff! Immediately helped me deposit a check and gave me impromptu financial discussion as well with an advisor. Thanks!
Frequently asked questions about Fidelity Investments
How is Fidelity Investments rated?
Fidelity Investments has a 3.3 star rating with 55 reviews.
When is Fidelity Investments open?
Fidelity Investments is closed now. It will open on Monday at 8:30 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com