Fidelity Investments
Investing,
Financial AdvisingHours:
11450 Wayzata Blvd, Minnetonka MN 55305 Hours
About Fidelity Investments
Fidelity Investments offers a wide range of financial services, including planning, wealth management, retirement, investment, and brokerage. Customers can visit an Investor Center, schedule a complimentary planning appointment, or use the website and mobile app for digital transactions. The staff at Fidelity are praised for their expertise, patience, and commitment to client satisfaction. Clients have had positive experiences with Fidelity, particularly when it comes to seamless account transfers, rollovers, and investment guidance. The user-friendly website and mobile app are also highlighted as valuable tools, especially for those who may need additional support. Overall, Fidelity Investments is renowned for its high-quality financial services and exceptional customer service.
Most Recent Reviews
August 2025
Jonah at this location helped me with a complicated rollover transaction after I was unsuccessful using the app and getting help over the phone from the help desk team. He was very patient and did a ton of investigating to figure out exactly how to successfully deposit my rollover check.
Stellar customer service!
March 2023
9-2-2022 So easy to work with - and the goodies we're a nice touch!
March 2019
Charlie Gruys was exceptional, professional, patient and knowledgeable in aiding us through a transfer of funds relating to an IRA account.
More Comments(29)
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- Minnetonka, Minnesota