Fidelity Investments
Investing,
Financial AdvisingHours:
815 E Birch St, Brea CA 92821 Hours
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(21)
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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