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
- Minnetonka, MN
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
11450 Wayzata Blvd, Minnetonka, MN, 55305, 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 |
Avoid! Fidelity is now locking-down deposited funds for two full weeks due to their “algorithm.” I deposited funds (from Unity Bank) on 07/16 into my retail brokerage account at the Minnetonka branch. I can see those funds cleared Unity Bank on 07/17 yet Fidelity won’t make this money, my money, available to me until 07/30. That’s an eternity, in this day and age. This extended hold can be changed for situations such as this but neither Fidelity corporate nor the branch manager here in Minnetonka has chosen to do so. Meaning... read more
Fidelity itself was great. Net benefits is horrible. Why is it so much more difficult to get benefits from net benefits than fidelity? They have the same information. I am a beneficiary and listed on a will and have given them more information and documents than needed and still no payments. They don’t care that you just lost a loved one and make things harder. Their site and app are not user friendly and I feel is intentional. It’s not their money. It was my loved one’s money and he left it to his beneficiaries and they sho... read more
I’ve been incredibly impressed and very happy with the service and expertise at Fidelity Investments in Minnetonka. Nate Hermanson and David Gau have made a fantastic team—both are knowledgeable, communicative, and truly care about their clients. They made the process of moving multiple investment accounts, including rollovers for 401(k)s and IRAs, seamless and stress-free. Their guidance has been invaluable, and I feel confident knowing my investments are in great hands. Highly recommend their team for anyone looking for to... read more
Just walked through a divorce after 23 years! Jake Filoon, North Carolina, the divorce team, were professional, reassuring and very sensitive to my situation. Stein and the other Financial Representatives were beyond accommodating!!! I have worked with Fidelity since 2000 and they are one of the BEST investments companies worldwide!!! Thank you
Don’t trust this company. They make it so hard to get funds rolled over from a 401k it makes you wonder how they make money. There’s no way they aren’t doing something shady.
Frequently asked questions about Fidelity Investments
How is Fidelity Investments rated?
Fidelity Investments has a 3.1 star rating with 35 reviews.
When is Fidelity Investments open?
Fidelity Investments is closed now. It will open on Monday 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