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Fidelity Investments
Unclaimed
verified
4.7
5Reviews
Contact
Favorites
Unclaimed
verified
4.7
5Reviews
Contact
Summary
location iconBoston, Massachusetts
website
company sizeCompany size: 5000+
aumAUM: $50B+

Fidelity Investments offers investment management, retirement planning, portfolio guidance, brokerage, and other financial services.

Categories
Investment Management
ServicesPrivate BankingWealth ManagementTrust & Estate PlanningInvestment ManagementInstitutional Services
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Fidelity Investments - Reviews

Have an opinion to share? Write a review to help others decide
eK
Evan K.
Verified LinkedIn User
5
Apr 12, 2025
Investment Management | Investment Management, Wealth Management
incentivized review
incentivized review
Ratings
Ease of Doing Business With
Value
Willingness to Recommend
Trust and confidence
Knowledge and competency
Communications and transparency
Fees and Costs
Customer Service and Responsiveness
Overall Rating
Ratings comment
Fidelity Investments provides comprehensive wealth management services from investing, retirement account management, and philanthropy. The fees are very reasonable for the breadth of services offered.
Additional comments
What did you like most and least about your experience with the Firm?
I love the responsive customer service; they are available 24/7 and answer my calls within a few seconds. I wish Fidelity had more brick-and-mortar locations if I choose to see someone face-to-face.
What recommendations would you make to the Bank and to other businesses considering engaging this Firm?
Give Fidelity Investments a chance to show what they can offer you. They aren’t the number one retirement investment management firm for no reason!
eS
Eric S.
Verified LinkedIn User
5
Apr 10, 2025
Investment Management | Investment Management
incentivized review
incentivized review
Ratings
Ease of Doing Business With
Value
Willingness to Recommend
Trust and confidence
Knowledge and competency
Communications and transparency
Fees and Costs
Customer Service and Responsiveness
Overall Rating
Ratings comment
I've worked with Fidelity for years and had a great experience with them overall.
Additional comments
What did you like most and least about your experience with the Firm?
Their customer service is excellent, and I trust them more than traditional banks with my money - I appreciate the cash back. I haven't had any issues with them.
What recommendations would you make to the Bank and to other businesses considering engaging this Firm?
A great place for investments and for traditional banking - recommend them highly!
mL
Murda L.
5
Dec 1, 2024
Investment Management | Private Banking, Wealth Management, Trust & Estate Planning, Investment Management, Institutional Services
organic review
organic review
Ratings
Ease of Doing Business With
Value
Willingness to Recommend
Trust and confidence
Knowledge and competency
Communications and transparency
Fees and Costs
Customer Service and Responsiveness
Overall Rating
Ratings comment
They offer good and valuable investment plans to customers
Additional comments
What did you like most and least about your experience with the Firm?
Great service
What recommendations would you make to the Bank and to other businesses considering engaging this Firm?
Great for Budgeting and Financial Tools
bD
Bryan D.
3.8
Nov 28, 2024
Investment Management | Investment Management
incentivized review
incentivized review
Ratings
Ease of Doing Business With
Value
Willingness to Recommend
Trust and confidence
Knowledge and competency
Communications and transparency
Fees and Costs
Customer Service and Responsiveness
Overall Rating
Ratings comment
I first came across Fidelity Investments through a recommendation and I have thoroughly enjoyed my journey with them so far. I think the best thing about it is how well I understand a lot of technical finance terms these days. I'm much more motivated to read reports to see how they can affect my investments
Additional comments
What did you like most and least about your experience with the Firm?
The onboarding experience
vR
Verified Reviewer
Verified LinkedIn User
4.8
Jun 2, 2021
Investment Management | Investment Management
organic review
organic review
Ratings
Ease of Doing Business With
Value
Trust and confidence
Knowledge and competency
Communications and transparency
Fees and Costs
Customer Service and Responsiveness
Overall Rating
Ratings comment
Additional comments
What did you like best about your experience with the Firm?
Good advice and options. Good planning tools.
What recommendations would you make to other businesses considering engaging this Firm?
Don't be completely deferential. Think on your own, do a little research on your own.