Fidelity Investments
Investing,
Financial AdvisingHours:
815 E Birch St, Brea CA 92821 Hours
About Fidelity Investments
Fidelity Investments offers a range of financial planning, wealth management, retirement, investment, and brokerage services. Visitors can schedule complimentary planning appointments either online or by calling their local Investor Center. Many clients commend the knowledgeable and professional staff, who provide thorough and patient consultations, often lasting over an hour. Reviews highlight the helpfulness and courtesy of agents, with one client expressing satisfaction after resolving monetary issues quickly and receiving excellent financial advice. Another client shared a positive experience with an agent who successfully assisted with a challenging situation, even traveling a significant distance to access the services. Overall, Fidelity Investments is recommended for its trustworthy advisors and supportive financial guidance.
Most Recent Reviews
October 2023
Logan is very knowledgeable and helped me open an account.It's good to see financial advisors and services that you can actually trust.Thanks again Logan and keep up the good work!
February 2023
The people are helped as they walk in. They answered all our questions and helped us. It is their phone system that is not good. It is all automated. I end up having to drive to the office in order to speak to someone. The young guy running the front desk helpful.
September 2022
This was an initial consultation and the agent was extremely helpful patient thorough professional and courteous in going over my finances for over an hourNo chargeAny services to be used will be a feeI felt so much better and was more than satisfied with the advice and the financial status for RETIREMENT.
More Comments(36)
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