Fidelity Investments

Open
yelp logo

(21)

Call
Website

Photos

16656 Bernardo Center Dr
San Diego, CA 92128
+1 (858) 485-0396
http://www.fidelity.com
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Also at this address

Reviews

yelp logo
2.521 reviews
Photo of Francis B.
Francis B.
5/12/2025

My Fidelity Consultant Ryan Albin was originally from the Campbell California location. He's been always warm & welcoming to me. Sucks that he transferred to San Diego, But I'm happy for him. I...

Read more on Yelp
Photo of Will F.
Will F.
7/25/2025

I've met with advisor Anthony Perkins multiple times. He has been extremely helpful with my complex objectives, pulling in experts as needed.

Read more on Yelp
James G.
6/17/2023

Went in-person to the Rancho Cucamonga, CA office yesterday and got fantastic service. I was hesitant to go because I'm a very, very small investor, but Sandra Ruiz treated me like I was a...

Read more on Yelp
Photo of Debbie M.
Debbie M.
7/19/2019

On the phone Customer Service is a joke. Has been on hold for 15 minutes and Connor B. came back with "yah our risk management line is busy and the hold could be 5 minutes or 20 minutes". What?...

Read more on Yelp
Norman M.
11/1/2022

I have never experienced such lack of professionalism and indifference to providing customer service. I have tried to get basic information regarding a deposit I wanted to make and learned very...

Read more on Yelp
Own this business?
See a problem?

You might also like

Business services, nec, nec, Financial consultant, Security brokers and dealers

Pacific Capital Associates

2
"I would like to give a very strong recommendation to Pacific Capital Associates for their financial advisement and investment services. I believe I am in a place to do so, as they have been..."
photo of Jennifer D.
Alpha Wealth Management
Services, nec, nec, Financial consultant, Stock exchanges

Alpha Wealth Management

Alpha Wealth Management is an independent Registered Investment Advisor.We provide personalized financial advice to our clients. We do this by taking the time to get to know you, and understand your needs. Our priority is to listen to your concerns and get to know you and your family.Because we are independent, we are not tied to any family of funds or investment products. Our advisors do not take part in any sales contests or incentive trips. As fiduciaries, we are held to the highest standard of care, and are bound to do what is in the best interest of our clients at all times. We chose to be held to this standard by becoming a Registered Investment Advisor, and we wouldn't have it any other way.Call us today 951-765-1200
Centerpoint Financial Management LLC
Business services, nec, nec, Financial consultant, Banking and finance consultant

Centerpoint Financial Management LLC

2
"JP and Centerpoint are great. We came in with a pretty complex return (multiple kids, investments, Schedule C combined with W-2 income...), and he rocked it. Very knowledgeable about the ins and..."
United States›California›San Diego›Fidelity Investments

Partial Data by Foursquare.