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August 2023 by Raj Sabhlok
Morgan? was very helpful, good service and answered all my questions professionally. I think his name was Morgan, sorry if I got that wrong. Anyhow, five stars.
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October 2022 by Leo Greiner
Offices open and nice. Rachel was competent, helpful and efficient. Great experience on our first visit.
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February 2022 by SproutSprawl LLC
Failed to complete two separate wire requests.
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January 2022 by Raymond Rifenburg
Personal, profession, the best.
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December 2021 by Marc hammerman
Cumbersome to service account on line or via telephone.
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August 2021 by Daisy H.
This branch of Fidelity does not answer phone calls. Before Covid I could simply drop by because the location was so convenient, but as they no longer have anyone at the office to personally speak to I am limited to telephone calls. About 90% of the time I cannot reach anyone at this branch and I wait and wait. Invariably after about 30-60 minutes it sends me to a general voice mail. I can reach people nationally (called their central service group) with only waiting about 15 minutes. Result - poor customer service and as I control funds for other entities I have now chosen to open accounts at an other institution.
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December 2020 by Scott C.
Truly the most inept customer service pre-covid and covid period. Not sure how they're still in business. Every interaction was tedious and required multiple phone wait times of 30+ minutes. Finally closed 2 brokerage accounts and transferred out my 401k today! Great feeling to be done with them. Any positive experience would be in their office dealing with apologetic staff.
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August 2020 by J I.
I noticed all the 5 star reviews are few years OLD! It was last minute...,however opened a Roth IRA for my daughter...simple transaction-deposit my check into existing account we opened on line. DID NOT DEPOSIT CHECK ON JULY 15, because they said they couldn't find Acct. number (I checked and it exists!) I wrote it on check and had a note attached to check for "no contact service" :( WHAT A DISAPPOINTMENT!!! Covid cancelled her job. Probably won't make any this year.(college) I do hear good things about FIDELITY Just NOT THIS LARKSPUR LANDING BRANCH!!
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January 2020 by Rickey B.
I have been trying now for weeks to get a new debit card. I have now called 8 times, been online 10 times and still they have been unable to handle this request. I have a better chance of landing on Saturn than dealing with this awful awful company. You may ask why I am still with them. Great question I will have to ponder.
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July 2019 by Betsy S.
I received a bequest from a friend, and was told by the executor of his estate that all paperwork had been completed; I need only present my ID, my friend's name and account number to open an account of my own and have the funds transferred. The gentleman in this office said he was unable to help me, because more information was needed, like the type of account my friend had with them. I asked if he could find out using the account number, but he said he was unable to do that, and offered no solution, other than contacting the grieving family. I called the regional office of Fidelity instead. I was told that the information from the executor was correct and that I should try again. The person on the phone said if I encountered a problem, to contact their Inheritance Service Group. So, they actually have an entire department that helps with such situations, which the person in Larkspur either didn't know, or didn't care to tell me. Thankfully, I've just moved to a different county, so will not have to return to this location.
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January 2019 by Richard H.
Personnel are great...it's just that HORRIBLE "music" that we are forced to endure while waiting on the phone. It is an insult to customers...perhaps a variety of light classical music, or, even better, total silence! We can manage the wait time by humming our own tune, if needed.
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September 2017 by ed marshall
Friendly, knowledgeable and professional service. Convenient parking. Nice coffee.