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September 2023 by Mike Oliveto
I'd give zero stars if possible. You're better off putting your money in a shoebox. We sold a house 12 days ago and through Fidelity's own incompetence the funds are still not distributed properly. People who are relying on these funds have had their lives disrupted. Fidelity assured us that the transfer would be completed by noon today. It's now 2:20 and nothing. Use anyone but Fidelity.
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October 2022 by John W.
First time ever dealt with this company, after having my millions (I wish) in the old Peoples Bank which is now gobbled up by the nightmare/horrific M&T. What a crappy bank. Had to find an investment broker/company. Colleagues mentioned Fidelity, but virtually impossible to get thru their 1-800 phone tree. Didn't realize they had a direct line. Finally got thru, reached Sal, set up an appointment. After about 20 minutes I realized this is where I need to be. Signed everything and made the switch. He was helpful, did not sell any products, met me where I was and very helpful. A few days later I realized one of my beneficiaries was spelled wrong. Sent him an email, and he got back to me promptly. Said I could make the change. Wow, that was EZ.
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August 2022 by Annette Rodriguez
I didn’t use them for service but simply for some advice to point me in the right direction. I walked right in, no appointment. The gentleman was so attentive and professional!
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February 2022 by Ron More
Impossible to reach anyone, time for someone to answer a local number to provide service.
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June 2021 by Janet P.
Please READ!! This company has zero commonsense and could care less about potential clients. I will use the word disgrace as another person had described his experience with Fidelity. I had downloaded their app trying to be able to potentially do some investing with stocks through the app. I was brought to a screen where it wanted to verify and then said that my information I had input was not matching it to call an 800 number. I spoke with a representative that said let me transfer you over to the 401(k) department. This representative was fixated on who my employer was which I thought was a relevant, seeing as I didn't have an account with them and not sure why I was talking to the 401(k) department.Ieven question why I have the 401(k) department. There is such a disconnect where people and their customer service is absolutely horrendous. After several different phone calls and being transferred I was finally told that my Social Security number was attached to someone that worked for Mercy Health and it was a workplace plan sponsor for a 401K plan.I had asked several representatives to please call Mercy Health speak with someone in that department pull up whoever is linked to my Social Security number and have it corrected. I was questioned of what my intentions were and that I should not be downloading an app without a game plan of what I was looking to do. I was told to write a letter of intent.I'll tell you one thing I will never do is have a relationship with Fidelity after the way that I've been treated. I have talked to representatives that refused to give me their last name or even the location of their call center which leads me to believe there's no transparency with his company. I was also informed when I had a representative that was very helpful that she was new to Fidelity and that she didn't know what she was saying so I will not disclose her name of fear of her potentially loosing her job. Without a doubt I feel that there has been a breach and also potentially because they do not want to rectify, fraudulent activities may occur. The helpdesk which was absolutely no help recommended that I print out an application and once they see that my social and my name don't match at that point security should get involved and at this point the operative word is should. I just would like to also share some of the people that I spoke with it did absolutely nothing for me and I say this because they would transfer me to future people that did nothing Everyone dropped the ball including the last person Tim at 800-343-0860 extension 22031 refused to give me his last name or location and said that they plan on looking into it but would not contact me back when it was resolution. If at all. I also spoke with a Miguel at the West Hartford Connecticut office , Trey more from Dallas Texas, Samuel Tholen, David Winfrey Denver Colorado, and unfortunately there's been a few more people that I am intentionally not saying their names. I was also told at one point that I've never even reached out to customer service and there's no documentation of it because it's attached to the wrong Social Security number and the other person.It's disheartening and really sad that your employees have no empathy no customer service skills.The easiest resolution again was to contact Mercy Health pull up the person that was linked to my Social Security number look at their application correct it contact me back with an apology for my troubles!Instead I am here writing a complaint and this will not be my only avenue where I do this. I'm sure Fidelity may or may not be shocked by their caliber of personnel because it seems to be the same type of person that works for that company.They don't seem to be concerned when I've stated that I will be filing complaints, contacting Better Business Bureau and having a conversation with my attorney. My information is out there unnecessarily attached to someone else when it could've been rectified very easily instead I've been dealin
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February 2021 by Gary Bonazzo
Disgraceful service at this location. I went there to get a Trustee added to my accounts. I was treated disgracefully. I was FaceTiming with someone on an iPad. They wouldn't let me in and I got no help. What a disgraceful and disrespectful way to treat your customers.
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February 2021 by Scott W
Horrible customer service at this location, upon entering the office I was told to use the kiosk. It’s the same thing I am able to do on my computer or phone without having to drive over an hour. I was referred to the branch from a rep after having a prior conversation on the phone. Complete waste of time. No questions answered and still at the same place I started! Useless. Avoid these people at all costs!
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November 2020 by Gary B.
Disgraceful service at this location. I went there to get a Trustee added to my accounts. I was treated disgracefully. I was FaceTimeing with someone on an iPad. They wouldn't let me in and I got no help. What a disgraceful and disrespectful way to treat your customers.
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November 2018 by Nicolas Mele
Great service far better than some of the local competition
