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February 2024 by Kate Stephens
Zach M. had the patience of a Saint, and greatly helped me with a time-sensitive item. He obtained answers for me from specialists if he didn't already have the answer, and he did have a lot of knowledge individually. I always felt comfortable and taken care of. Thank you Fidelity for hiring folks like Zach M., and thank you Zach!
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September 2023 by hanan alsaadi
The worest costumer servises representitive ever , no consistently, no comunications , everyone tells you diffrent things ,
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September 2023 by Bean
Ian S. is the best. He is helpful, patient, sincere and professional. ?
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August 2023 by Urmil Dhanda
Poor Service. always. In the past. Let's see if they improve
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December 2022 by Michael
Great firm, low cost structure, and exceptional service... Only wish brick & mortar branches accepted cash deposits.
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October 2022 by Harlyn Ruiz
No one ever answers the phone. You show up and are treated like you dont exist until you show them a big fat check then they turn into the fakest nice people ever.
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October 2022 by Andrea Saint James
My brother in Richmond, VA COULD NOT DEPOSIT money into my brokerage account even though he was in my chase bank and he had my FIDELITY acct #. COMPLETE FAILURE.
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October 2022 by George Layburn
Hard to get anyone on the phone but this office was extremely helpful when I walked in.
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October 2022 by Wife, Mom, Dog Mom and sushi lover Love
The Staff Today was helpful, polite and professional.
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October 2022 by Anthony Lawson
Very good
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December 2021 by Tom Bournique
Went there to make deposit to my IRA plan. No one is there in person. Only a person on a computer screen. Don't feel safe leaving money in a drop box that anyone can reach into or steal. Beneficiary info was wrong on my accounts and they want me to do everything online instead of going in and showing correct info to a person to fix it.Other places pay more than the .01% interest that they are paying on the cash that I have in my account and have higher rate CDs. My regular bank has been open for full service since the pandemic for lobby and drive in. Fidelity brokers keep sending me emails to review accounts since I have been keeping a large balance in cash account since taking profits on stocks. I made enough to never have to work again and don't want to risk losing it but they only have phone appointments during business hours during weekdays when I am working and don't have in person hours on weekends.
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October 2021 by David
Location says that it's available for Dropbox for paperwork please note that the Dropbox is only available during regular business hours try dropping off paperwork on a Saturday morning and was not able to.
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October 2021 by Louise T Ellis
Went there to make deposit to my IRA plan. No one is there in person. Only a person on a computer screen. Don't feel safe leaving money in a drop box that anyone can reach into or steal. Beneficiary info was wrong on my accounts and they want me to do everything online instead of going in and showing correct info to a person to fix it.Other places pay more than the .01% interest that they are paying on the cash that I have in my account and have higher rate CDs. My regular bank has been open for full service since the pandemic for lobby and drive in. Fidelity brokers keep sending me emails to review accounts since I have been keeping a large balance in cash account since taking profits on stocks. I made enough to never have to work again and don't want to risk losing it but they only have phone appointments during business hours during weekdays when I am working and don't have in person hours on weekends.
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October 2020 by Wooly Mammoth
I have been investing for over 40 years and would like to share some important information with you regarding Fidelity Investments. we have had accounts with them for the last 7 years.They are unprofessional. Never return any phone calls, are dismissive and rude. never follow up with investment accounts. Constantly change employees to name just a few of the constant issues i have with them. i am liquidating and closing all of my accounts and will never recommend Fidelity investments !!i rarely write reviews however Fidelity has prompted these actions.
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October 2020 by LOUIS AGRUSA
Note: Fidelity has the ability to limit your trades. I.E. not allow you to trade certain securities where e-trade and others do not limit.Also, Regarding transfers from bank accounts into Fidelity accounts; takes 1 day for the funds to be withdrawn from your account, but 4 days for you to access those funds on fidelity site. Note: you are able to trade with those funds but not able to do anything else with them until 4 days.Posting this as i wish i knew before opening my account with them.
