Fidelity Investments offers in-person, virtual, and phone appointments for planning, with service transactions available digitally. The Tucson center on Skyline is a modern office with helpful staff and good phone support. Many clients report a top-end website and effective assistance with investments and account management, such as 401K transfers. While appointments are suggested, the service receives recommendations for providing beneficial guidance and wealth management over many years.
Kevin P was super helpful and knowledgeable. He helped me with each request walking me through step by step. He takes the time to really help you understand what you’re doing. Thanks Kevin!
January 2025
Fidelity app is the most useless app ever. May I would think differently if I could log in. Sends me code and when I go to see it takes me all the way back, best part is u can't use the code they swbd me 9 sec ago. Uts 🗑
January 2025
Very happy with Fidelity in Tucson. I find the best way to get major changes done is to make an appointment and see them in person.
