Friendly and professional staff. My experience felt unhurried yet efficient.
September 2023
I am amazed at the Low Ratings and Reviews. I have dealt with them for years mostly back East before moving to Tucson. Top End website. Staff does what they are asked to do. They also were a big help in my former company's 401K transfer. I'm good with them.
April 2023
Competent and quick. Did what I needed accomplished and did not try to sell or push anything
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.