Fidelity Investments

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553 Munras Ave
Monterey, CA 93940
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!

Reviews

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4.07 reviews
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Jana Y.
7/17/2024

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...

Kalie M.
12/8/2024

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...

Carlan W.
11/2/2024

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...

Cyndy P.
7/3/2023

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...

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Tracie L.
9/15/2022

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...

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