Fidelity Investments

Investing, Financial Advising
Hours:
27101 Puerta Real Suite 160, Mission Viejo CA 92691
(800) 544-0204 Directions

Hours

Monday
8:30AM - 5PM
Tuesday
8:30AM - 5PM
Wednesday
8:30AM - 5PM
Thursday
8:30AM - 5PM
Friday
8:30AM - 5PM
Saturday
Closed
Sunday
Closed
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Most Recent Reviews

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  • July 2024
    I have been with Fidelity since 1979. They have been good to me. I use their trading platform and if I need to see someone in person I can drive to one of their offices.
  • December 2023
    They were helpful for getting a 529 plan check wired to a university. They don't try to control your asset allocation like some of the investment advisors I have had.
  • August 2023
    Customer service and response is awesome!Fidelity is compliant with the many laws and assisted me in setting up an account that used Durable Power Of Attorney.Good job!

More Comments(26)

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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Location and Contact

Fidelity Investments

Investing in Mission Viejo, CA 27101 Puerta Real Suite 160, Mission Viejo (800) 544-0204 Website Suggest an Edit