Fidelity Investments

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27101 Puerta Real Ste 160
Mission Viejo, CA 92691
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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3.028 reviews
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Rex C.
1/17/2025

I had to transfer some address to my children. Shiloh helped me do the forms. One required an additional signature which required further inquiry. Shiloh made sure everything was correct. I...

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Chris C.
8/1/2025

They do do really work with the government to look into people's accounts without letting the people know that they're being looked at. They actually don't let customer know when there's somebody...

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Sam B.
2/12/2025

I've been to Fidelity several times, but yesterday my visit was truly exceptional! From the moment I walked in, I was greeted warmly and the entire experience was stress free. I had to conduct a...

J.S.? S.
4/29/2025

I opened fedility stock investment account and on transferring money they locked 90% of my money from investing for 10days. No other brokerage does that. I had 401k plan their so I thought of...

Sam M.
3/11/2025

Been consolidating my accounts with Fidelity and out of Schwab, Vanguard. Adam Preston is great wealth manager to work with. Branch is convenient to meet him and deal with administrative issues...

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