Fidelity Investments

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251 University Ave
Palo Alto, CA 94301
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Visit Your Local Investor Center Today!

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Reviews

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2.041 reviews
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Chaunie L.
12/20/2012

I spent several hours on the phone with another major financial services provider trying to roll over several small IRAs and then nothing happened. They finally sent me forms in the mail, but...

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Ayush K.
2/8/2024

If I could, I would give this place -100. It was the worst experience I've ever had, so I'm compelled to write this review in the hopes that someone will read it before going here and change their...

Jamie K.
9/12/2024

Exceptional support provided by customer support agent Brandon. Needed to transfer college fund moneys to my daughter's account. Brandon assisted my daughter through every step in the process. Super!

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Sally T.
6/27/2022

I feel this office definitely has a problem with treating people with dignity and respect. I do not feel the same way with the company as a whole. The office in Palo Alto has a habit of judging...

J K.
4/8/2024

It was a lousy experience trying to open an account. Account opening team completely unaware of how to properly open a trust account, pending days, asking each other, giving wrong information....

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