Fidelity Investments 59 Wolf Road, Albany, NY 12205

"I like their service but will likely move my money because they force their clients to listen to "Woke" messages before speaking to someone. I really don't care what anyone believes... I just don't want it forced upon me."

"They had 1 person in the branch when my wife and i walked in for help with our new Roth IRA. Although the disheveled gentleman in the branch was nice, he was not able to help with anything we had questions about and when i asked to sit down with an adviser, i was told they would not oblige until we had 100k invested. Part of my problem was getting money from my bank account deposited into my roth. I wired with the help of my bank, but it was sent back. And when I asked for help, i was told to call on the phone. Long story short, they could not help me without having my online bank account log in info from the account I'm moving the money from. I dont have one as it is an account i only have access to in person. So, i canceled my account today as is seems Fidelity does not want my money. I will open accounts for mine and my wifes retirement elsewhere. And unfortunately, i will never recommend Fidelity because of this. It is unfortunate that this company is so far removed from helping their clients. Isn't help with my money the whole point?"

"Dealing with these people is a nightmare. On the phone 2xs daily because no one can solve anything. Waiting for 25 mins to speak to a supervisor only to have same person come back to tell me “ I spoke with my supervisor and she said I’m right” supervisor never came to phone! Trans America was light years better! Completely disgusted."

"Competent, warm and friendly in-person service. I have several accounts with Fidelity. While I handle most of the little things online or via the 1800 support number (which 100% of the time the FIRST rep on the call has been able to handle for me), a few things still require in-person visits (standing Wire instructions, etc). Every time I have gone into the Wolf Rd location for these things, I get: 1) a smile 2) a competent rep 3) an immediate ("

"Worst customer service ever. Withdrew all my money from them, paid $25 extra to have it overnighted. It took 4 days to get here. When I called them to get that $25 back they said they’d tax it and it’s take st least 3 weeks to get it. Laughed at me when I was upset by this and was very sarcastic with their “maybe you should let it go” comment! Worst. Business. Ever! Sad that I have to have an account with them through my job!"