My advisor Adam has been outstanding in guiding me. In fact, using Fidelity website has been so easy and educational after a divorce I'm now managing all my own investments. I knew nothing about...
Fidelity Investments
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Michael was there when we arrived and our advisor was running over half hour late. He did not listen to the timeline of a 401 rollover nor ascertain that my son was too young to have a credit...
Fidelity is a joke for youth accounts (and probably regular accounts). Will never hold my investments here. Nothing against this particular branch or employees at this location. Just in general -...
Deposited my state payroll check and they placed a 30 day hold on it. I initially called the "Lack of Customer Service" phone number and was told that I need to call back on Monday and they can...
My husband wanted to consolidate his IRA accounts so made an appointment with a representative at the Sacramento Fidelity office. He was apprehensive about going because he was afraid he would...
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