Thomas V.03/04/21Fidelity has good offerings for my needs, but one must carefully plan transfers between accounts, and ask a lot of questions (e.g., what problems might happen?). I encountered a potentially... More
P S.02/26/24The planning consultant assigned was not good. She seemed very distracted and disorganized. More
George C.06/11/22Fidelity Investments is most reputable for their website user interface and website features. But website excellence does not mean their financial analysts are excellent, too. In fact, Fidelity... More
Santos J.08/16/19Leesburg office is the worst office of fidelity overall. Most of the time they either say their days are completely overbooked and next week they are out of the town. Basically, it means they have... More
Keren H.01/04/19Beware of your expectations. Fidelity makes it seem like they are there to be helpful and give advice, but that wasn't my experience. If you're expecting Fidelity to provide advise when you make... More