Fidelity Investments

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28699 Chagrin Blvd Ste 425
Beachwood, OH 44122
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Reviews

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3.04 reviews
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Jeffery W.
11/19/2017

Had an issue wherein I had to verify my identity as I had a very active transaction month. I thought this would be a huge hassle and walked into the situation irritated. I walked into the local...

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Carol L.
2/21/2025

This particular Fidelity branch has amazing employees. I have been to this location a couple of times and dealt with three or four different people all have been amazing. I had a unique problem...

Kevin K.
8/24/2024

Fidelity Investments needs to do better with their service members. The Army prepared a power of attorney for my son before his deployment. For some reason, every other banking/financial...

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So T.
3/14/2019

BEWARE!! Fidelity Investments sent the inheritance claim paperwork to some random person in a different state although they had our correct information when my mother--law died way back in 2008....

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