Fidelity Investments
1Reviews
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1Reviews
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Summary
Fidelity Investments offers investment management, retirement planning, portfolio guidance, brokerage, and other financial services.
Investment Management
Institutional Services
Investment Management
Trust and Estate Planning
Wealth Management
Private Banking
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Verified ReviewerJun 2, 2021
Owner of Financial Assets
4.8
Jun 2, 2021
Investment Management
ratings
Rating Comments
Overall Rating
Trusted Fidelity Investments with all my financial assets including IRAs for 30 years.
Customer Service and Responsiveness
I'm able to secure an appointment with senior advisor through online calendar. Also have direct phone line.
Fees and Costs
No fees.
Communications and transparency
Knowledge and competency
Able to suggest mutual funds or other financial assets that address needs.
Trust and confidence
Ease of Doing Business With
Value
Willingness To Recommend
Investment ManagementOverall Rating
Rating
Rating CommentsTrusted Fidelity Investments with all my financial assets including IRAs for 30 years.
What did you like best about your experience with this Firm's Investment Management Services?
Good advice and options. Good planning tools.
What recommendations would you make to others considering this Firm's Investment Management Services?
Don't be completely deferential. Think on your own, do a little research on your own.