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Fidelity Investments
1200 Wilshire Boulevard, Santa Monica, California, United States
About the Fidelity Investments
Fidelity Investments is a renowned finance institution located at 1200 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help clients achieve their financial goals. Whether you're looking to save for retirement, grow your wealth, or plan for the future, Fidelity Investments has the expertise and resources to help you succeed. Trust in Fidelity Investments for all your financial needs.
Photos of Fidelity Investments
1200 Wilshire Blvd, Santa Monica, CA 90403, 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:
Closed
Sunday:
Closed
Reviews of Fidelity Investments
"I see lots of negative reviews in the past, but I recently visited this location and the customer service was great. My financial advisor, Mr. Mooney, was helpful, knowledgeable and clearly answered all of my questions."
"The worst Fidelity Office to which I have ever been. Some of the most offensive and rude individuals ever. Fidelity definitely has a problem finding qualified individuals to staff its offices, but when you starting staffing with rude, nasty, and incompetent individuals ... well, that's a new low ...even for Fidelity."
"Worst worst customer service by a financial institution. I wanted to transfer my 401K to fidelity. I wanted my papers notarized. I had to visit three times. At the end they refused to notarize my documents saying, even though you have account with Fidelity and also even if you are transferring to Fidelity and also even though you are showing to submit these papers to us we can’t notarize ‘non Fidelity’ documents. I lost my one and half day vacation time to take refusal. It is their loss as they lost my three accounts and my company account. I will not recommend Fidelity to any one as they are not even loyal to their own customers."
"The Santa Monica office has excellent financial advisors who really research what works best for their clients. Elisabeth Maiden is very professional, knowledgeable, and wants the best for us. Everyone in the office are courteous, professional, and knowledgeable. I highly recommend this Fidelity office for retirement and investment advice."
"The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging father's account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but that's how it appears the world is changing."
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