Fidelity Investments
Investing,
Financial AdvisingHours:
1400 Glades Rd #180, Boca Raton FL 33431 Hours
Most Recent Reviews
October 2024
Sofia Trevino went above and beyond yesterday to help me and my daughter settle an account. She would not stop in pursuing avenues to come to a resolution which we did accomplish. She is smart, personable and really cares about her clients. I would honestly give her 10 stars!! Thank you Sofia.
September 2023
Nice people and efficient/effective. Sometimes a wait due to insufficient front desk staffing but they have a nice hot drink dispenser to keep you busy.
February 2023
I have been an investor with Fidelity for decades. Recently I decided to move more assets to them. They have an excellent team in Boca. Everyone there is friendly, knowledgeable and has patience.
More Comments(28)
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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