Reviews of Fidelity Investments (Financial Consultant)

Jeff Moy

Fidelity gives great service. Low fees. Decent resources. Private client services are nice.

Kevin Williams

After some extensive research and recent retirement, I decided on using Fidelity for all of my retirement investments. I was OK with their service for about 1 year, then things started to fall apart. First, the national office wrote me and told me that they could not meet my investing needs and that I had 45 days to move my funds (nearly $2mm). When I questioned why, my local broker, Andrew, was also confused and tried to intercede. He went to the local office management and they also tried to see what happened. But they were given some marching orders and followed the script from the national office in deciding to request my move away from them. The part that ended up really bothering me, at the local branch in Schaumburg, is that the two branch managers told me that if I had any further questions to follow-up with them. I had their first names only and politely asked for their contact information. BOTH of them promised to send me their contact information, but NEITHER follow through on their word. I grew up in the country where your word counted for something. Evidently these two branch managers and the local office as a whole follows a different beat. Sorry it didn't work out, but my switch to Schwab has been most rewarding. Sometimes when you think things went wrong - they really went right. Leaving Fidelity and joining Schwab was one of the best moves I have made in a long time. Thanks - I guess.

Curtis Allan

Nice clean friendly office easy to work with. Fidelity made investing easy for us. If you have kids and want them to get an education come here as soon as they are born and open up a tax free child education investment account. We opened them for all of our kids and it has been a huge help as they are growing up. I just wish I had come sooner and invested more.

paloma herrera

I hope this is the Schaumburg location so appernatly this branch is known for scamming and what not so please be careful on banking here ppl it happened to someone I know

Chris Reekie

Good place to work, great benefits. Site has pond and extensive hiking trails, tennis courts and basketball courts.

procatiu

Frustrated with Fidelity's website way of calculating return, all contributions took place in 2018, and the website displays a rate of return to be +0.24, yet I only have 96.9% of the original investment. Must be fee hungry or something.

Cathy Vetter

only because there is not a zero

Mason Rothman

Have popped in a few times as they are my main broker. Super friendly and helpful.

Gary Louie

Staff did a phenomenal job taking care of me even though I did not have an appointment. I am very impressed to say the least.

Brendan Ryan

Love it

Dave Bianes

This rating is strictly for the local office here. The staff were very friendly and helped me with my accounts.

Armondo H

They claim to be financial advisors but they're only salesmen. Couldn't answer simple questions, kept going to their rehearsed sales pitch, disappointing.

Jack Mcmahon

Great place to prepare for retirement

Sam OldGuy

So far, very good return on investments