Fidelity Investments
Investing,
Financial Advising
Hours:
1400 Glades Rd #180, Boca Raton FL 33431
Hours
Most Recent Comments
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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.
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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.
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November 2022
My guy Wylie Nelson, he is the guy you should ask and trust with your assets. After a back and forth on what is best for me and my funds, he was able to write out a plan of action. I had a hard time understanding what he was saying but he calmed me down and explained every step of the way.
More Comments(16)
From 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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