Fidelity Investments
1540 East Southlake Boulevard, Southlake, Texas, United States
About the Fidelity Investments
Fidelity Investments is a renowned finance institution located at 1540 East Southlake Boulevard in Southlake, Texas, United States. With a strong reputation for providing a wide range of investment services, Fidelity Investments offers expert financial advice and innovative solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, build wealth, or plan for the future, Fidelity Investments has the expertise and resources to help you succeed.
Photos of Fidelity Investments
1540 E Southlake Blvd, Southlake, TX 76092, 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
"Tried to clear up some issues with transferring an IRA from another company to Fidelity. The person that talked to me made me feel like I was interrupting his real work, told me I could not initiate a transfer from within the Fidelity site; it had to start with the other company (not correct) and when I informed him that I had started the process within their site he suggested that I might have been using the practice area of the site. The only reason this location gets two stars is because it's steps away from Schwab where they told me how to organize my accounts to simplify the transfer and the entire thing could be done online with no mailed checks involved. Everything should be taken care of by the end of the week with no mailed forms, no paper checks, and no need for me to return to the office."
"Stopped by to deposit a check at new location around the corner from previous location. Friendly and quick service. Like the more relaxed office lobby."
"I was thrilled to open my account today and speak with someone about Fidelity. Unfortunately, I was greeted rudely over the phone and the gentlemen over the phone was unprofessional and gave incorrect information about this location. I found this out after calling and taking my business to a different location."
"They were basically closed when I went. One person at a time could enter and speak with a representative on a monitor. Unless you have paperwork to drop off, you are wasting time and gas by driving there. Fidelity is awesome though so still gets 5 star rating from me."
"Great place to invest way very helpful and family history and family owned..."
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