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    Equitable Advisors

    3.3 (3 reviews)
    Closed 9:00 am - 4:00 pm

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    3 years ago

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    Fidelity Investments - Waiting area

    Fidelity Investments

    (9 reviews)

    This is the first time to this branch…read more I think service was great. I needed to provide durable POA, and they processed/submitted it quickly for me. I got a call a week later from the legal department to answer a couple questions. Now waiting for the final confirmation. Typically, I go to the one in Shrewsbury area but this location is closer to work. I think the service there is also great. There wasn't a yelp account for that location so I put it here as I would rate it the same. My small problem is just that you may have to wait a long period of time during peak times as there are limited service providers. I have definitely taken a lot of their time just due to the nature of the requests, so I can understand that there is not much that can be done about it.

    From my first encounter with my assigned advisor my entire experience with Fidelity has been…read moreabysmal. From alluding to my deceased husband saying something negative about me to keeping me there for four hours while accomplishing nothing except him using a white board to show me how I could have 9 million by the time I am in my 90's (wth) to then getting assigned a new advisor who has lost me more than $200k in a month's time. At my age and situation this is totally unacceptable. They also manage my deceased husband's pension plan (Mondelez). I thought their advisors and investment strategies were sorely lacking but after dealing with Fidelity/ Pension, I realized quickly that I need to pull the plug on Fidelity. Bottom Line: Fidelity is your typical American Corporate whore. They only serve themselves and those who are whales; everyone else they laugh at. The more you know.

    Equitable Advisors - financialadvising - Updated May 2026

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