John S.
11/15/2025
I've been a longtime Fidelity customer, but this was my first visit to this office after always going to Irvine. The space is clean, professional, and genuinely welcoming. My longtime wealth...
Fidelity Investments
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1600 Newport Center Dr Ste 100
Newport Beach, CA 92660
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
3.04 reviews
Arman A.
5/15/2025
This review is in regards to Alex Waddell and Hon Lo. I used the online fidelity tool that helps you find and book an advisor. After inputting basic information about my net worth (which...
Jeff M.
11/2/2024
Poor customer communication and not responsive in a timely manner. Even a slow response to potential fraud. Very automated without a personal touch.
Birdie M.
2/19/2021
Are you looking to "buy, sell, or hold"? Interested in cryptocurrency? How about retirement planning? Maybe a dedicated advisor to help manage a (minimum) $250,000+ investment? If so,...
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