Fidelity Investments

251 University Ave
Palo Alto, CA 94301 800-742-1566

Ratings

?
?%    

Consumer Ratings for Fidelity Investments — 20 Ratings

Register here and see full info on Fidelity Investments, FREE.
Percent of customers who rated service "superior" for:
Giving helpful advice
?
?%    
Doing work properly
?
?%    
Promptness/responsiveness
?
?%    
Overall quality
?
?%    

Consumer Comments for Fidelity Investments

Register here and see full info on Fidelity Investments, FREE.
Consumer from PALO ALTO, CA
Nov 30, 2024
Not Recommended
In my experience, the "Financial Advisors" at Fidelity are laser focused on selling portfolio management services and annuities, and not so much on actually "advising" clients. On the other hand, the broad range of services that Fidelity offers through their website is quite useful.
Consumer from Santa Rosa, CA
Aug 04, 2023
Recommended
Consumer from Menlo Park, CA
Jun 26, 2021
Recommended
Love Gerard our advisor. He connects us with whomever we need to consult while staying on the call [zoom lately, in person before] with us to facilitate.

...and 17 more consumer comments for Fidelity Investments