All Good L.
6/30/2023
I had several calls with Nancy and Kevin and both provided me with excellent customer service. They are patient, kind, informative and understanding of the potential that not everyone is super...
Fidelity Investments
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(12)
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111 S Westlake Blvd # 1
Thousand Oaks, CA 91362
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
3.012 reviews
Eva L.
8/6/2024
I had my yearly review. I set up a time, received confirmation and sat with my phone for two hours and didn't receive a call. Then, the next day I received an email saying I needed to set up a...
Remain A.
5/14/2024
I greatly regret having ever dealt with Fidelity. As soon as my accounts are freed from their "custodial," clutches, I will certainly transfer all funds the hell out of there. My only regret is...
Luke P.
1/6/2023
Excellent customer service! Our consultant Brandon Fleming was stellar. He answered all of our questions, explained all our options, and did the whole thing with a smile. The environment is...
Todd J.
10/18/2023
Place is terrible. No customer service whatsoever. No return phone calls over a week. I tried to give them 230K and they treated me like I was a two headed monster. Promised that they had a team...
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