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    Charles Schwab

    5.0 (1 review)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    7 years ago

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    Fidelity Investments

    Fidelity Investments

    (2 reviews)

    BEWARE! This…read morecompany is the worst of the worst! My mother-in-law had two retirement funds set aside for her children (beneficiaries) before she passed away. They sent my husband's inheritance claim form to some random person in a different state. We never received any correspondence from them. It took multiple very frustrating phone calls to them to discuss any of this. They only have basic level customer "service " answering the phones. No employees are assigned to your account-- you have to start over with a different person every time. They give you phone extension numbers that don't exist. They won't let you speak to a manager. They said they couldn't find any accounts. Then they said they mailed claim forms to a random person in another state. Then they said the account was empty even though other family beneficiaries were paid years ago. They won't say who got paid. They won't say how much was in the original account. After 11 years, Fidelity STILL has not resolved this matter. Today they said they would no longer discuss the matter. Please beware of this company. Go read the multiple negative reviews on Consumer Affairs and many other sites. PLEASE don't put your children through this hellish experience.

    Mixed bag! The on-line tools are great. Phone support are…read moregreat. However, the support at the local branch are inconsistent. Depends on the Accounts Rep / Advisor your are working with. Have been with this institution since 2012 when the company I retired from moved the retirement fund management to Fidelity Investment. Have had EXCELLENT rapport/relationship with the first rep I'm working with, however, less than a year, the rep was transferred to another branch. Another rep/ advisor who took over was aloof and incompetent. In less than 3 months, that rep was no loner with the company. Have had at least three different good reps, unfortunately, those were either transferred to another branch or left the company. While the revolving door of countless reps makes it difficult to establish continuity, not given a heads-up of the changes is frustrating. Perhaps I am asking too much for wanting to be notified and introduced to the rep/advisor who will take over. Perhaps the worst is the failure to return phone calls and emails. At the risk of being labeled chauvinist, it seems that female reps are very sensitive to the point that objectivity are compromise. The last two female reps/advisor failed to keep their promise of the agreed upon action.

    Charles Schwab - investing - Updated May 2026

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