Fidelity Investments
7011 Fayetteville Road, Durham, North Carolina, United States
About the Fidelity Investments
Fidelity Investments is a renowned finance institution located at 7011 Fayetteville Road in Durham, North Carolina, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Fidelity Investments is dedicated to helping you make informed decisions and navigate the complexities of the financial market. Trust in Fidelity Investments for expert advice and personalized financial strategies tailored to your unique needs.
Photos of Fidelity Investments
7011 Fayetteville Rd Suite 110, Durham, NC 27713, United States
Opening hours of Fidelity Investments
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Fidelity Investments
"First day I went in no one said hello, there’s two other advisors in the room. A man comes out the back to then say hello, and sets me with a guy who was still training. No problem, that guy, Charlie was the best thing about this location. He advised I sit with Ms. Wallace as he wasn’t able to help me with advising. Made an appt, set with her and I would have preferred to use YouTube university to answer my questions. If you’re in the business of financial planning and advising and when it’s time to actually plan and advise a client don’t make the client feel like they are doing you a disservice by asking investment questions. If I knew the answers I wouldn’t have made an appointment with a financial advisor. To be in a situation where you don’t want to ask questions because you can tell you are being judged and inconveniencing the advisor who “huffs and puffs” after you ask questions is something you’d have to experience if you haven’t already. I try to give people grace but this entire interaction with this particular fidelity location was unsatisfactory, especially Ms.Wallace. Do better! I’d been better chatting with the guy who was still training, or again utilizing YouTube."
"One star for the fact there is a local branch. The staff is very friendly but not sufficiently trained to help when i needed a bank or certified check from my brokerage account. One employee had no idea what i was even talking about. It then took two people and my showing the employees their own Fidelity Investments website before they were able to tell me that they could not help. However, when I call and speak with Fidelity reps on the phone, the service is always courteous, accurate and complete. i am a phone only customer from now on."
"I love Fidelity. I can get someone on the phone 24/7 and have always had good service at the Durham office. I love that they are not paid by the number of trades that they make for you and thus do not suggest churning your accounts like other brokerage firms. (eg Merrill Lynch)"
"My experience with the Southpoint office was great while I transferred money into the firm but once the money was there, my experience was very poor. I never had just one advisor/person to connect with. Mistakes were made which caused delays in transactions. I was not comfortable. My go to person was in Florida. There were multiple problems. I am no longer with Fidelity."
"I am not quite sure what happened to Margarita but our experience has been quite the opposite. Our representative/adviser was always professional and well versed in the particular investments we required in our retirement. We have been tremendously pleased with the service provided by Fidelity."
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