Had an appointment with Kiera on Monday for my annual review of my Rollover IRA. Started on time and she went over my financial situation with me in a non rushed and non pushy manner. Taught me...
Fidelity Investments
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2785 SW Cedar Hills Blvd
Beaverton, OR 97005
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
Robert L.
8/13/2025
Dave B.
8/11/2025
I was having trouble accessing my Fidelity account and needed to change some things so I went to the Cedar Hills Blvd branch. I met with Nick M. and he was able to correct the problem and make the...
Tim B.
4/21/2025
No accountability for their errors. Sold stocks without my permission and apparently it's okay because I didn't notice within a few weeks. This has cost me a lot of money. Invest elsewhere
R F.
11/5/2024
Sunday, Nov 3rd, I was referred to Fidelity to open a RothIRA. I went to the site where it prompted me to enter all my data including my SS#. Once I reviewed my info, I hit continue where it gave...
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