I don't know if this is the location I called but I needed help transferring my 401k to the correct account and after months of waiting for a check and getting my old account closed I was able to...
Fidelity Investments
(11)
Fidelity is a prominent financial services firm that offers a wide range of investment solutions, including brokerage accounts, retirement accounts, and health savings accounts, all designed to help individuals and families meet their financial goals. With features like $0 commissions on US stock and ETF trades and flexible account options, Fidelity aims to empower customers through straightforward and accessible investment opportunities.
Committed to providing comprehensive wealth management strategies, Fidelity offers personalized guidance and expertise to navigate market changes and evolving life circumstances. Their emphasis on value and transparency ensures clients have the tools necessary for effective financial planning and investment management.
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Reviews

Would love to give them ZERO stars. Don't bother going here. Called TWICE ahead of time to confirm I didn't need an appointment and what documents I would need to bring in to get my request...
We went in to deposit money for retirement and the person claimed we had maxed out our account for 2023 and he would not accept it. We called fidelity and, of course, we could contribute more...

This is mostly a reflection on Fidelity itself, but also this branch. The website says to call to get ahold of a human and it's a lie. I've called and been on hold for more than an hour before...
Our "advisor" told us to write a check out for our Roth IRA and was never invested, called and told we couldn't see the vested information. Found out 2 years later, the money was sitting there,...

