Reviews of Fidelity Investments (Financial Consultant)

Frank Montillo

It’s been a week Fidelity will not release funds! There’s a red flag they say. Beware if you invest in here you will have a hell of a time withdrawing it! Absolutely ridiculous!

Middletown Cycling

I received a check from Fidelity Investments and was unsure of why so I called their 1-800 number and they proceeded to bump me around to different people three or four times. They could not answer my questions which in and of itself is not terrible, I understand if their computer system does not have a record of the check, they just do not, not their fault. However, after being bumped around for almost and hour a woman got on the phone and acted almost like I was bothering her, she acted as though she has some kind of chip on her shoulder and the simplest way to describe her behavior was passive aggressive. So so basically put, they could not answer my questions, bumped me around a lot, and the icing on the cake was rudeness. I will never willingly do any sort of business with these people.

Middletown Cycling

I received a check from Fidelity Investments and was unsure of why so I called their 1-800 number and they proceeded to bump me around to different people three or four times. They could not answer my questions which in and of itself is not terrible, I understand if their computer system does not have a record of the check, they just do not, not their fault. However, after being bumped around for almost and hour a woman got on the phone and acted almost like I was bothering her, she acted as though she has some kind of chip on her shoulder and the simplest way to describe her behavior was passive aggressive. So so basically put, they could not answer my questions, bumped me around a lot, and the icing on the cake was rudeness. I will never willingly do any sort of business with these people.

Dwane warner

There was no one to assist us. We were interested in mutual funds and a Roth IRA but instead of speaking to someone we were forward to their website for assistance.

Melissa Shaber

Very professional and helpful staff. Alex is knowledgeable and takes a genuine interest in helping to manage accounts. Convenient location- a great all around experience.

Jeb Brooks

The lengthy waits for regional telephone agents is unprofessional. Yet I have found the agents working the front desk in the Portland office to be highly knowledgeable and helpful.

bixby white

Handy downtown location. Professional and helpful staff. Comfortable office with newspapers, financial magazines and fact sheets. Only other review is outdated...map location is correct now.

Living in Sky

I didn't like their Platform at all.

Melissa Shaber

Very professional and helpful staff. Alex is knowledgeable and takes a genuine interest in helping to manage accounts. Convenient location- a great all around experience.

Jeb Brooks

The lengthy waits for regional telephone agents is unprofessional. Yet I have found the agents working the front desk in the Portland office to be highly knowledgeable and helpful.

bixby white

Handy downtown location. Professional and helpful staff. Comfortable office with newspapers, financial magazines and fact sheets. Only other review is outdated...map location is correct now.

Living in Sky

I didn't like their Platform at all.

David Berler

Totally negative experience, First time calling. Was on the telephone for 20 minutes and told finally that the lines were tied up and they would try to call me back. This was a dismal introduction to a firm that i was going to transfer my funds to.

David Jeng

Kept waiting for a long time for a new caller to invest.

Mark Stewart

Been waiting 15 mins to make a deposit, meanwhile one person is at the counter assisting another customer. 4 other employees have been to counter and offered no assistance. Almost 20 minutes later the counter person assisted and was very helpful. They need to work on customer service.

David G

Impossible to talk to any investment agents Phone tag. Online scheduling ridiculous

omnatio omnatio

This is for Fidelity overall, not just one office. I have used them for years and overall give them high marks. Most recently I had a problem getting my elderly mother's tax form and they "went the extra mile" to assist. They have low fees and good service. The only thing I wished they had done was keep their old trading platform, but technology changes. All in all I have had a very good experience over many years. Thank you, Fidelity.

Mark Stewart

Been waiting 15 mins to make a deposit, meanwhile one person is at the counter assisting another customer. 4 other employees have been to counter and offered no assistance. Almost 20 minutes later the counter person assisted and was very helpful. They need to work on customer service.

David G

Impossible to talk to any investment agents Phone tag. Online scheduling ridiculous