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Fidelity Investments

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

Ratings

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?%    
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Consumer Ratings for Fidelity Investments — 19 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Fidelity Investments

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Consumer from REDWOOD CITY, CA
Aug 28, 2025
Recommended
I moved a managed account from LPL to Fidelity and, wow, what a positive difference. My advisor has provided very useful advice about Fidelity investments (of course), but also about many other types of investments, such as T-bills, CDs and even savings/checking accounts. No, I was not urged to move all of my investments to Fidelity - although that possibility was discussed. In addition, Fidelity has an outstanding web site where one can view and do just about anything with regard to accounts they hold, and even some that they do not hold. Finally, Fidelity offers a very wide range of services, including money management (checking) accounts and donor advised charitable giving accounts. I am a very satisfied customer.
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

...and 16 more consumer comments for Fidelity Investments

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