Fidelity Investments
1057 Lake Sumter Landing, The Villages, FL 32162
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1057 Lake Sumter Landing, The Villages, FL 32162, United States
About the Business
Fidelity Investments is a renowned financial institution located at 1057 Lake Sumter Landing in The Villages, Florida, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options, retirement planning services, and wealth management 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 providing expert guidance and personalized support every step of the way. Visit their office in The Villages to learn more about their services and how they can help you make the most of your finances.
Reviews
"I am a long time Fidelity customer. I stopped in without an appointment to take care of some things that needed to be done in person. I was impressed with the friendly people and the ability to get everything taken care of quickly. Very professional and prompt! Thanks for the great customer service!"
"I am going to take all my money out and transfer it to TD Ameritrade. When my wife passed they said she had no beneficiaries when I was there when she opened the account. Now there calling me a liar on another matter. I've had enough."
"Recently had an appointment to review my retirement investment accounts at the Lake Sumter office. I met with "Matthew" and CONTRARY to another reviewer, had an excellent experience! Matthew was quite professional, well prepared, had excellent knowledge and very helpful in explaining a number of options to realign my investments! The receptionists at the front desk were very polite , friendly and professional! Overall excellent experience!"
"If there is only a zero, then I will put zero. The front desk is the worst we ever deal with. It seems that they don't want customers there. If you want to join and buy stocks as new customers, will you ever put your private details at the front desk? They don't even know how to deal with their customers. They don't even know any ideas in business. No wonder they have a poor rate here."
"I am a longtime Fidelity customer. I recently needed to do a couple of things that were not easily accomplished via the web or mail. I had a great experience at this office. I was seen promptly and everything was handled quickly and correctly by a friendly knowledgable staff."
People Also Viewed
-
SCORE11962 Co Rd 101, The Villages, FL 32162, United States
-
Principal Financial Group1950 Laurel Manor Dr, The Villages, FL 32162, United States
-
Hema Rupnarain CPA PA3251 Wedgewood Ln, The Villages, FL 32162, United States
-
Crippen & Co.1068 Lake Sumter Landing, The Villages, FL 32162, United States
-
TD Ameritrade1048 Lake Sumter Landing, The Villages, FL 32162, United States
-
Shannon Barley,P.A.Wedgewood Ln, The Villages, FL 32162, United States
-
MIDFLORIDA Credit Union - The Villages - Oxford Branch2285 Parr Dr, The Villages, FL 32162, United States
-
VyStar Credit Union3340 Wedgewood Ln, The Villages, FL 32162, United States
-
Senior Financial Security Inc8564 E County Rd 466 Suite 202, The Villages, FL 32162, United States
-
Blackston Financial Advisory Group8564 E County Rd 466 #302, The Villages, FL 32162, United States
-
LTC Financial Partners8417 SE 168th Kittredge Loop, The Villages, FL 32162, United States
-
Parady Financial Group340 Heald Wy #226, The Villages, FL 32163, United States
-
Edward Jones - Financial Advisor: Meg Black, CFP®|AAMS™|CRPC™2791 Brownwood Blvd, The Villages, FL 32163, United States
-
Mission Advisory Group of Raymond JamesBrownwood Paddock Square, 2631 W Torch Lake Dr, The Villages, FL 32163, United States
-
Morgan Stanley Financial Advisors832 Lake Sumter Landing, The Villages, FL 32162, United States
-
StellarPath Private Wealth Advisors - Ameriprise Financial Services, LLC4807 Co Rd 466A, The Villages, FL 34785, United States
-
Reveille Wealth Management4048 Wedgewood Ln, The Villages, FL 32162, United States
-
Zenith Advisory Group1068 Lake Sumter Landing, The Villages, FL 32162, United States
-
George Mathis - Raymond JamesBrownwood Paddock Square, 2631 W Torch Lake Dr, The Villages, FL 32163, United States
-
The Lake Sumter Group - Morgan Stanley832 Lake Sumter Landing, The Villages, FL 32162, United States
-
Baum Financial Services940 Lake Shore Dr, The Villages, FL 32162, United States
People also searched for
- Financial Advisor
- Small Business Loan
- Finance & Loans
- Audit & Consulting
- Assetprotection
- Brokerageaccounts
- Brokeragefirm
- Estateplanning
- Fidelityinstitution
- Financialadvisor
- Financialgoals
- Financialplanning
- Fundmanagement
- Invesmentstrategies
- Investmentaccounts
- Investmentmanagement
- Investmentoptions
- Investmentreturns
- Investmentservices
- Lifeinsurancepolicy
- Longtermcareinsurance
- Onlinebanking
- Portfolio Diversification
- Portfoliomanagement
- Retireementsavings
- Retirementaccounts
- Retirementplanning
- Stockmarketanalysis
- Tax Planning
- Wealthbuilding
- Wealthgrowth
- Wealthmanagement
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos