Fidelity Investments

Aviala Houston was great. She did her homework on me and what I was coming in for. She knew the answers to all our questions and helped us so much. We now know what we are doing on the fidelity...

I have had consistently positive experiences with the staff at the Fidelity branch in Monterey - they go above and beyond to provide excellent customer service and resources. I particularly am...

My husband and I work with Aviala Houston. I had no idea what to expect when I booked my appointment but she was able to make a plan for us. She is great at helping us understand or circumstances...

We checked website on July 3rd to make sure Fidelity in Monterey was open until 5:00. We arrived at 3:00 with cashiers check to make a substantial investment only to be told shen we arrived at the...

Bree and Tim were stellar at getting my accounts set up. Bree walked me through the whole process and troubleshooted some problems the online system gave us. Then I was referred to Tim to advise...