Vance N.
9/5/2025
Very well established establishment, house with great staffing! Been with them for well over a yr and I wholeheartedly trust their guidance and recommendations to improve my portfolio! Give them a...
Fidelity Investments
Open
(22)
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815 E Birch St
Brea, CA 92821
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.
Reviews
3.522 reviews
Delilah S.
4/16/2024
Horrible Customer Service. Waste of time. Kids that work here are so unprofessional and useless. Would not recommend!
E. Y.
8/22/2024
We had a scheduled phone meeting with the branch CFP named Vivian Liu. Unlike the other Fidelity employees who are usually polite and friendly, she was lack of empathy, pushy, disrespectful,...
Richard C.
2/11/2025
Not much has changed the lady running the front desk today is so rude is a disgrace for customer service. We never spoken with someone who is so rude in my life. Fidelity can't even hire a...
Vi C.
1/7/2024
Easy access, plenty parking right in front, friendly fast services. No appointment needed. Good treats and coffees.
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