Fidelity Investments

Montyite 

on Google

2 weeks ago

I recently had my portfolio and financial plan reviewed with Michael. After a few minutes, I fund him to be transparent, courteous, and knowledgeable which was a welcome experience. During our meeting, he had the patience to explain everything clearly and showed me exactly how my revised portfolio related to my short- and long-term goals. I left feeling more confident in my financial future and would highly recommend Michael to anyone looking for an honest, knowledgeable financial representative. Also, kudos to Nicole who is... read more

Barry Friedman 

on Google

2 months ago

Meeting went as expected. They were helpful and knowledgeable. 

Suzanne Kelly 

on Google

4 months ago

Met with Devon again when I walked in to help with a few things. He was awesome and so helpful, patient and took his time. Highly recommend!! 

M S 

on Google

5 months ago

I worked with Tobias B. at the Fidelity Shrewsbury branch while handling a complex account transition. He was knowledgeable, patient, and extremely thorough, and made a stressful process feel straightforward. Really appreciated his professionalism and follow-through. 

J 

on Google

6 months ago

I needed assistance completing a direct rollover into my Fidelity account. I walked in and was promptly greeted by a young man who offered to assist me. His name was Michael. He was both cordial and efficient and quickly processed my request. Thank you for your assistance.