This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Fidelity Investments
- Financial Advising
- Oakland, CA
About this business
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. Free parking is located behind the Investor Center. Enter from Bonita Ave.
Location details
1995 University Ave Ste 120, Ste 120, Oakland, CA, 94704, 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 |
This bank is very bureaucratic. It is hard to reach someone at the actual branch. You will be transferred to someone at their general number - where the service is hit or miss. Some times they get it right. Some times very wrong - with errors, people telling you different things, and great delays - so there are problems even with easy transactions. The local branch acts like they can't be bothered. Go elsewhere.
I lost my card how can I insure funds I deposit in future will be safe I already lost 500,000 dollars microventures to terrorism groups I invested 2000 with home Depot and made 20,000 what should I do with it should I use nft since new currencies arent secured or insured I have apple stock but I haven't developed stock into higher investment increases stock value . How should I increase value of accounts and funds what investment and stocks will create revenue streams.
While the people at this branch are friendly, it is hard to reach them. On the whole, there is a very bureaucratic process to reach a representative, and the company is not at all oriented towards service. .
The person who helped me on the first phone call got everything wrong (telling me I could not simultaneously contribute to a 403b and a 435b, contrary to the IRS's own website). The second person I talked to refused to give her last name on the phone call, though I was required to give her my full name and information. I do not want such people "helping me."
Frequently asked questions about Fidelity Investments
How is Fidelity Investments rated?
Fidelity Investments has a 3.9 star rating with 16 reviews.
When is Fidelity Investments open?
Fidelity Investments is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com