Fidelity Investments

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7501 Wisconsin Ave Ste 150W
Bethesda, MD 20814
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

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3.06 reviews
Ruth S.
1/7/2025

Connor Whitcomb is absolutely amazing. I have dealt with a number of brokerages over the years and have found them lacking. Not so with Fidelity Investments in Bethesda. Entering retirement is a...

Joseph M.
9/25/2021

Terrible! Set up annuities with them for retirement income. They are just the most Juvenile, Un-Professional IDIOTS imaginable. You need to be able to Trust people who handle your money. These...

David C.
12/22/2021

I got fidelity for over 20 years & became a millionaire through their 401K & IRA. The staff & fund managers were tremendous. Their investment strategies is world class. Excellent analyst with...

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Suzan M.
7/25/2017

We have not dealt with Fidelity much until recently. The team in the office seems nice enough but at least in our case the wire transfer team was not that great. Poor performance, poor Follow up,...

Myron L.
12/13/2019

I had to set up a trust from my Dad's Will. It has taken me 4 trips to the Bethesda office. It's still not done...It shouldn't take so many visits!

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