Fidelity Investments

"They never answer their phones. Terrible service. I had to contact a different location to get my items completed."

"My company uses fidelity to handle our 401k and investments. I needed to take out an early contribution due to covid . They sent my boss a check with not just my name but everybody else’s name on it so I couldn’t even deposit my check. Now I have to wait even longer for another check. 3 stars are because the man is nice who handles our questions and emails. Very upsetting."

"Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !"

"No help at all website is down whenever I try and retrieve my 1099R form they sent one to me dec31 still haven't received it and it's the end of January."

"First let me praise this office for being open until 5:00 instead of taking off early or closing at 3:00. Otherwise, their telephone manners were disappointing, smug and arrogant. I called the office and asked for a website with the staff and their financial expertise and experience before transferring a family trust. Unbelievable, no resumes, no experience, just come in and we will talk to you. Call me silly but I would first like to calibrate the type of experience and years in finance before handing over the family trust. This office may be great, but caveat emptor, do not take their word alone as a guarantee of good behavior or good ROI."