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Fidelity Investments

3.0

About this business

Location details

27101 Puerta Real Suite 160, Ste 160, Mission Viejo, CA, 92691, 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
3.031 reviews
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Steve P's profile image
Steve P 
2 months ago

This was a fantastic experience. Jesse Nelson was so friendly and helpful! He answered all my questions which were administrative but it felt like he cared. I can't believe an office like this was available! Thank you!! 

Alana Bastian's profile image
Alana Bastian 
4 months ago

Collin was very helpful. Walked us through transferring money and answered all of our questions with ease. 

John Fritz's profile image
John Fritz 
5 months ago
nee's profile image
nee 
8 months ago

This Fidelity location deserves a better rating. I've worked with Daniel Neve's team for 3 years now and I'll say it's a top notch team. Whenever I meet with Daniel, I learn so much from him; and feel comfortable and confident that my portfolio is in good hands. Most of all, he listens well and is willing to work with me without pushing. 

Kaho Cheung's profile image
Kaho Cheung 
a year ago

great service Shout out to Nick! 

Frequently asked questions about Fidelity Investments

How is Fidelity Investments rated?

Fidelity Investments has a 3 star rating with 31 reviews. 

When is Fidelity Investments open?

Fidelity Investments is closed now. It will open tomorrow at 8:30 a.m. 

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