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
- Investment Service
- Santa Barbara, 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 available at the Investor Center.
Location details
3793 State St, Santa Barbara, CA, 93105, 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 |
Poor customer service. They do not follow through on anything and there is no accountability. Highly advise looking elsewhere.
I asked Fidelity to confirm that no international investments would be required in managed trust counts. They followed up and confirmed that none would be required. I spent a couple of weeks sending them detailed information on our investments, wills, and trusts. When the twice canceled meeting with the trust advisor finally took place, she said that managed accounts had to have international investments.
While I've been with Fidelity for many years, this was my first time visiting the SB branch. If you can, request Oscar Murillo! He's incredibly knowledgeable, friendly, and explains financial concepts in simple, easy-to-understand terms. He helped me fine-tune my account and made the whole experience terrific.
The worst company for 401k omg!!
The worst company for 401k omg!!
Frequently asked questions about Fidelity Investments
How is Fidelity Investments rated?
Fidelity Investments has a 2.7 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