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Fidelity Investments

2.7

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

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
2.716 reviews
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Bob Bilbo's profile image
Bob Bilbo 
on Google
3 weeks ago

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

Bob Martin's profile image
Bob Martin 
on Google
4 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's profile image
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. 

Emilia Gutierrez's profile image
Emilia Gutierrez 
on Google
a year ago

The worst company for 401k omg!! 

Anonymous's profile image
Anonymous 
on Google
a year ago

The worst company for 401k omg!! 

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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 closed now. It will open at 8:30 a.m. 

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