What a joke? Phone number rarely works..........no one seems to work after 4PM.....we have a small…read moreaccount.........but seems no one wants to help us invest !!! Sad new office and no one works there

The fidelity phone system and AI chatbot are worth zero. Its a joke. Fidelity should be ashamed of…read morethemselves. When you call, you speak to rookie after rookie. Its a shame. As I business owner I laugh when they call me for my teams 401k account. They can't even answer a question without putting you on hold.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

I've been working with JB for many years now, and I would strongly recommend him for any of your…read morefinancial planning needs. He has been attentive, personal, and has always had my best interests in mind. If you are looking for an amazing long-term partner in organizing and planning your finances, there is no one better!

I have had Fidelity accounts for a long time. Many of the public companies I worked for had their…read morestock option programs through Fidelity. When I became self-employed, I opened up a Health Savings Account to reduce my tax bill. I use my HSA like a checking account: Money goes in monthly for the tax deduction, and money comes out the same month to pay my health care premiums. However, in Sept, Fidelity without prior notice, decided to delay my ability to withdraw funds. In the past I was able to xfer funds back to my checking account one week after the contribution. Fidelity now wants me to wait over three weeks to xfer the money back: Thats total BS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I filed a complaint with Fidelity's regulator, and I am looking to move my HSA elsewhere. I am not going to do business with an unethical company that changes the rules without prior notice. Their change negatively impacts my cash flow.

Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial…read moreservices corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.

I am extremely disappointed with the customer service of this financial institution. I understand…read morewith the pandemic, things are difficult. However, with ALL branches closed, it requires an hour on hold to speak with someone. I expect more from a company that makes many millions of dollars managing peoples money. I plan to immediately move all of my money to a financial services company that does just that. There are plenty, keep looking for better service.

I'm recommending this Fidelity office because of the:…read more Convenient location with plenty of parking Friendly service Helpful/professional staff Decently priced offerings I'm docking one star because their 9-5 hours weekday hours are a limitation. There are some transactions you cannot do online and it's not always convenient to take time off work to come to this office. I do wish they had one night or weekend day when they were open, like my bank.

Always get answers to my questions and prompt help in filling out forms, depositing checks etc…read more have been with Fidelity for 35 years and has been a beneficial relationship in growing my retirement funds

Today I invested in a money market account at Fidelity in Danvers, Mass. Michael Fennell is my…read moreassigned advisor. I like to think of him more as a "monetary concierge" Michael is down to earth and he genuinely likes people. He always seems to want to make a situation better and to learn as much as he can in the process. I felt heard... no pressure.... he was transparent and knowledgeable. I am a tough customer ( just read my yelps) but I prefer to write positive yelps. People like Michael make it easy to write good reviews. Thanks Michael and thanks Fidelity. Happy New Year too.

Personally I'm not a fan of Fidelity finds. Their management fees are too high and their returns…read moreare too low. So I have moved most of my money elsewhere. This location has been hit or miss with customer service. The money manager we met with years ago was about as useless as they come. And the front desk loves to tell you that you can find everything you need online. But I actually had a helpful woman at the desk today. She happily printed out the 1099R I never received in the mail. And she agreed to mail my husband his copy - even though I don't have PoA on his account. At the same time I heard another idiotic customer service rep try to tell an unfortunate gentleman to consult a tax professional regarding his early withdrawal penalties. As an organization you gave him SH*T advice - don't try to shuffle him off.

worst place to go for fin. advice - went there this morning and the advisor was substantially late…read moreand never apologized. never answered my questions, was rude as ever, and dismissive. he was the worst - planning on telling the sr. mgr. of the place. what a terrible person and he said he as 24 years experience as being an unprofessional and not helping me at all. complete waste of time.

Easy to use website but moreover, great results on Index funds and ease of funds transfersread more

I visited the office in Hingham and was disappointed to find they wont allow anyone in the office…read more They have a person on video to direct you and if you want to meet with someone you can't. Unless, you call and then come back. You could only stand a few feet in the door and although you could drop a check into a box, who wants to do that when your dealing with $$$?? There was construction going on in the building so you could barely hear the guy on the video speaking. Even the local Credit Union and Banks I have been to have open offices...just sanitize and wear a mask. What's so hard about that??