Fidelity Investments
Investing,
Financial AdvisingHours:
3000 Bayport Dr # 800, Tampa FL 33607 Hours
About Fidelity Investments
Fidelity Investments provides a smooth, stress‑free process for converting an old 401(k) to an IRA, with clear explanations and personalized attention during the transition. Clients are happy with the retirement planning and implementation offered by the team over the last 4‑5 years. The staff is helpful and nice, and the location is not that hard to find in the building next to the grand Hyatt on the 8th floor. The planning consultant is professional, knowledgeable, efficient, helpful, informative, and customer‑oriented, completing the to‑do list quickly.
Most Recent Reviews
May 2025
My financial advisor Julia Burke made the process of converting my old 401(k) to an IRA smooth and stress-free, explaining everything clearly along the way. I truly appreciate her expertise and the personalized attention provided throughout the transition.
November 2023
Very much accommodating, insightful customer service I received at this location.
July 2023
Connor was very helpful. He went above and beyond. Good job!
More Comments(30)
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