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
- Palo Alto, 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. The branch is located at the corner of University Avenue and Ramona Street. Parking is available behind the Investor Center at the municipal parking lot or on the street.
Location details
251 University Ave, Palo Alto, CA, 94301, 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 |
I had a terrible experience with this branch. I had an appointment with Richard Amaechi and he was super unprofessional. He couldn’t answer none of the questions I asked. He was also super late to our scheduled appointment. I had an appointment @ 10:00am and he showed up 30 minutes after. Which is super disrespectful of my time but also very unprofessional! I will be going to another branch instead! I would like to speak to the Branch Leader because this was not a good experience!
I’ve had a great experience with Richard Amaechi as my advisor. He’s really knowledgeable and personable. The front desk is super helpful too, I needed a document notarized and they helped me out with it.
Christanie deserves a raise!!! I came to fidelity this afternoon feeling so overwhelmed with managing my accounts. She broke everything down for me step by step and I left feeling confident about my finances!
It was a lousy experience trying to open an account. Account opening team completely unaware of how to properly open a trust account, pending days, asking each other, giving wrong information. Finally cancelled the order and moved it to another company. Very bad experience
If I could, I would give this place -100. It was the worst experience I've ever had, so I'm compelled to write this review in the hopes that someone will read it before going here and change their mind. I had a 1-1 appointment with a financial advisor (Courtney John) in the late afternoon. I showed up for my appointment 5 minutes before my appointment to check in. Right after I checked in, the front desk lady informed me that my advisor had been notified and that she'd be with me shortly. It was an hour long appointment, and... read more
Frequently asked questions about Fidelity Investments
How is Fidelity Investments rated?
Fidelity Investments has a 3.5 star rating with 13 reviews.
When is Fidelity Investments open?
Fidelity Investments is closed now. It will open tomorrow at 8:30 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com