Fidelity Investments

Carol Platt 

on Google

a month ago

I just want to say thank you to Julia at the front desk. I called in first and she gave me advice on a form. I completed it as she explained. I brought it in and she completed the whole transaction. She is smart as a whip, kind, and hard working. Promote that young lady !! 

Mary M 

on Google

a month ago

I just want to give a shoutout to Jason Guevara for patiently assisting me with my investments in hopes of earning me the highest return. Thank you, Jason, and Happy Holidays! 

Bob Bilbo 

on Google

7 months ago

Poor customer service. They do not follow through on anything and there is no accountability. Highly advise looking elsewhere. 

Bob Martin 

on Google

10 months ago

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. 

Savarone Ammann 

on Google

a year ago

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.