Fidelity Investments

Closed
yelp logo

(11)

Call
Website
411 108th Ave NE
Bellevue, WA 98004
+1 (800) 343-3548
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.

Reviews

yelp logo
2.511 reviews
Michelle B.
4/30/2025

Patrick Sheehan has guided our financial decision's with great success for two generations. He is responsive, caring and earned our trust. Thank you, Patrick.

Read more on Yelp
Photo of Theo B.
Theo B.
4/19/2022

This review is about a particular Financial Consultant I worked with Caitlin Doucette.  Caitlin lied to me, was unprofessional, disrespectful, and not working in my best interests as required by a...

Read more on Yelp
Photo of David K.
David K.
3/9/2021

Amazingly poor customer service. The rep I spoke with once has not responded to emails, voicemails, or texts in a week. I left a voicemail for the "branch leader" and he is also ignoring me. If...

Read more on Yelp
Photo of Mo Y.
Mo Y.
4/1/2012

Great office and great service. Also, great on-line system.

Read more on Yelp
Photo of N J S.
N J S.
1/19/2013

this review has NOTHING to do with this particular office, but Fidelity as a company. It's one of the WORSE investment company anyone can put ANY money in. We put in $5000 for our kids' 529...

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

You might also like

Nina Rose TIAA Wealth Management Advisor
Business services, nec, nec, Automobile and consumer finance companies

Nina Rose TIAA Wealth Management Advisor

1
"I would leave them if I could. They have terrible customer service, and they keep sending me invitations to take out a loan against my balance, but when I try they always tell me it cannot be done..."
photo of Rick M.
Kerry Wate - Financial Advisor, Ameriprise Financial Services, LLC
Business services, nec, nec

Kerry Wate - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellevue, WA area, Kerry Wate will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Marc Dorgan - Financial Advisor, Ameriprise Financial Services, LLC
Business services, nec, nec

Marc Dorgan - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellevue, WA area, Marc Dorgan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›Washington›Bellevue›Fidelity Investments