Fidelity Investments

If you can get their direct line, they will try to assist you, but it is a trick to get thru to the local branch. Took me about an hour of being on hold and switched around to various people. I...

Very helpful and patient when dealing with my precious mom. I greatly appreciate the professionalism and care shown to her.

They don't answer their phone. And, they have the most annoying background music. It says "your call is important". If that's the case why don't they answer the phone? While on hold, for over an...

On 11/22/2019, I called Fidelity to transfer my Mother's IRA to them. The Rep, told me to fill out the ONLINE transfer, and walked me through the forms. I also requested BOTH the account transfer...

I was really uncomfortable with the fees I was paying at Wells Fargo Advisors, so I asked my friend Bruce what to do. He suggested Fidelity, and I'm so glad I followed his advice. The rollover...