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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. The branch is located on the first floor of the Bethesda Crossing building on the corner of Waverly Street and Wisconsin Avenue. Validated parking is available at the Bethesda Crossing building by entering in the ... read more
7315 Wisconsin Ave Suite 150W, Ste 150W, South Kensington, MD, 20814, 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 |
Connor Whitcomb is absolutely amazing. I have dealt with a number of brokerages over the years and have found them lacking. Not so with Fidelity Investments in Bethesda. Entering retirement is a different ball of wax, and Connor Whitcomb has spent time with us on numerous occasions to advise and educate us. Connor is patient, kind and insightful. We visited him today for our beginning of the year update, and we changed much of our retirement strategy. We are so relieved and confident to have found Connor. He treats us as if ... read more
Excellent service at the Fidelity Bethesda office. Catherine Blyden deserves mention among the great team of junior and senior professionals, all very helpful.
I visited the Bethesda Fidelity location in order to make a deposit into a newly opened account, having the check in hand for a UTMA account. The representative was very pleasant and understood quickly; she deposited the check and gave me a receipt. While I was awaiting the receipt, I heard another rep very patiently talking to a customer who wanted to cash out some funds. It was explained to him that Fidelity wasn't a bank with cash on hand, and she gave him a number of ways he could get his money in cash. She did not get i... read more
While the overall experience of my mother and me in dealing with Fidelity has been pretty awful to say the least, I did want to compliment one employee, Mr. Nayo Ayegbajeje, who tried very hard to make up for the poor service and knowledge of his colleagues at both local offices and the Transition Team. The Bethesda office did not return my messages nor was there an email address. Going in person is slightly better but even the local staff had limited leverage in being able to deal with the overall company. I would normally ... read more
Fidelity Investments has a 2.8 star rating with 17 reviews.
Fidelity Investments is open now. It will close at 6:00 p.m.
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