Sam K.
1/2/2019
As part of Intel's benefits, I had the pleasure to work with Kosin Cheng as my private financial advisor. Kosin is absolutely amazing. I first had a call with her in November to learn more about...
Fidelity Investments
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398 W El Camino Real Ste 102
Sunnyvale, CA 94087
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.
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Reviews
2.538 reviews
Jack T.
2/9/2025
Thought it was cool they have a brick and mortar shop near me. I emailed a person there and they never responded. This was a referral too -- it's been a few weeks as of this review....
David K.
4/6/2025
I moved my investments to Fidelity because my 401(k) was with Fidelity. I now regret that decision. I don't think my financial adviser has done a good job. I think he is lazy. He steered me into...
Ghebrezghi S.
4/1/2025
Fidelity brokerage is without fidelity! Listen up, people. I understand that every interaction with any big or small organization is different. What I can tell you is that Fidelity is the most...
Sam A.
12/2/2024
Fidelity sucks!!! The financial advisors at this branch are mostly useless because they give you very basic information about investments, especially alternatives. I got a decent advisor during...
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