Susan G.
8/12/2025
I'm so glad I decided to stop in. It's a lovely building, a great office, central location. David was very helpful to me in determining how to best consolidate some of my financial accounts for...
Fidelity Investments
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(22)
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2211 Michelson Dr
Irvine, CA 92612
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
2.522 reviewsFrank H.
9/14/2025
I transferred money from B of A to my Fidelity account to purchase stock per the agent. It was a Tuesday. The money left my account electronically that morning and was put in my Fidelity account....
Nancy S.
4/7/2025
I would receive quarterly emails so that I could check my statement online. For some reason, they said that I need to call them to verify my identity. So I called. I entered my ss#. Finally, the...
Douglas L.
6/21/2023
Came on a Wednesday at opening hour, 8:30. Some helped me find an agent right away. Agent knew what to do with setting tax withholding for RMD. Place is nice and clean. It took some time to...
Jen R B.
8/20/2023
The lobby is very nice and clean. They have separate rooms to meet with clients. Service was fairly quick but I was given incorrect information and made a second trip unnecessarily here. Will...
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