Fidelity Investments
Investing,
Financial AdvisingHours:
1995 University Ave Suite 120, Berkeley CA 94704 Hours
Most Recent Reviews
July 2023
As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!
October 2022
While the people at this branch are friendly, it is hard to reach them. On the whole, there is a very bureaucratic process to reach a representative, and the company is not at all oriented towards service. .
September 2019
Very professional, I work for UC Berkeley and told me the office for us employees is on Addison near campus, my fault but is really close
More Comments(12)
About Fidelity Investments
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.
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