I needed to make a 2019 IRA contribution by 4/15/20, and of course, I procrastinated until today. Due to the Covid-19 social distancing requirements, I was not even sure if they were open. I was pleased to find that the office was open, and had implemented safety measures to protect both their staff and customers. They have installed a monitor and a drop box in their vestibule. So you can step inside, speak to a customer service representative on the monitor, place your transaction paperwork in an envelope, and leave it in the box. They had extra pens and hand sanitizer available. Mission accomplished. Thank you. (Fidelity also sent an email confirmation and then a representative followed up this morning with a phone call since the in person interaction had been more limited). read more

Fidelity Investments - Financial Advising Near Me - Annapolis, Maryland

I have previously had a Fidelity account that I access online, or through the app. I had never previously entered a Fidelity location. Today I needed to do some business inside the building, and I was immediately greeted upon entry by Stephen and Khameron. The lobby area is warm and welcoming, while also giving a professional vibe with leather on the arms of chairs, and a sophisticated table and lamp set up. Stephen and Khameron seemed genuinely interested in me and the actions I needed to complete. They were professional and efficient, and I did not have to wait long at all. I was offered refreshment as well. As a result of my interactions I will definitely return for in person help whenever necessary. read more

I rarely post reviews but I see that the Fidelity office in Annapolis MD has not gotten many reviews at all, especially more recent ones, and some of the reviews are older and negative. I have been a customer there since 2018 and have been very pleased. I have used several other investment firms, big names, in the past and Fidelity Annapolis stands out to me as a couple of notches above the others. Mark Preston and his team have been excellent. Professional yet personable. They always have time for me, I never feel like I'm just a number, and not even a large number, which how the other firms made me feel. They make you feel like you are their only customer. I wavered between four stars (yay, I'm a fan!) and five (woohoo, as good as it gets!) simply because our history of working together is fairly short - only two years - but if I still feel this way in another 3 years I'll give them five stars! read more

My experience with Fidelity has been top drawer. I delivered a personal package with sensitive material a couple of weeks ago and was happy to see the protocol Fidelity offered to ensure health safety at the facility in Annapolis. The speed with which everything was handled was excellent. Follow-up calls were timely and the assistance was on point. In addition, other communications with the office and with the corporate offices have always been professional, friendly, and easy. The personnel Involved with financial planning and advising are well trained and provide helpful information. Today I had an international trade and the two advisors I talked with were both great. read more

What a disappointment. These guys opened in Annapolis and I was so happy until I went in. Other locations have been professional but this one is poorly run and staffed with inexperienced young kids who try to work beyond their ability. Arrogant, unhelpful and a waste of time. The idea of having a local branch was critical for me to move to fidelity.com - Because of my experience here, I'm moving my accounts read more

This office is like other Fidelity offices I have been to around the US. It is not perfect but, I suspect that is because Fidelity (a privately owned company) has a very specific approach to working with investors and rarely vectors off from that approach. Plus, SEC rules and, lawyers... However, it is true that the advisors tend to be young and inexperienced and this did cause me some financial mess ups one time when I was new to investing! The advisor was fine but (I now see) they could have been a bit more aggressive in some advice they offered me. Instead of "Here is *why* you might considering doing this instead of what you are doing (which is also OK)." The advisor helping me just said "Maybe you might be better off doing this instead." Almost like it was them muttering to themselves. They offered no description of that other option and why I might consider it seriously because, it was NOW OR NEVER. (It *would* have been the better move, I now see, a few years later -- no matter the market performance!) I brushed it off but, now I see, the young Fidelity rep was right. In all fairness, I was under a little stress at the time and eager to get the process over with. Overall, I would not count on Fidelity to hold your hand in person. But the web site for customers is absolutely full of information and videos you can access which teach you many, many things about investing, retirement, and money management. For those looking at Fidelity, and it would be a fine choice, especially with the new zero cost funds they offer, they have 3-5 specific options you can use as a customer: You can pay them to manage your money. About 1% drain a year. Not the cheapest but not too expensive. If you have more than $1.5 million or maybe over 2 million, I think it would be reasonable if you just want to forget about it and have fun in life! Especially if you are retired. The other option is some kind of robotic investment system they have. I think it is called GO? I dunno. The jury is still out on these robo investors industry wide. Another is some kind of date based investment system for retirement savings. Staring with 100% stock fund and ending at retirement with something like a 60/40 or 50/50 or 40/60 stocks to bonds (you may live another 30 years -- some stocks still need to be held in retirement years) These cost a bit more but, seem to be working well for those that use them and just want to set and forget until they die. Finally, you can just run the whole show yourself! If you do that, Fidelity is hard to beat IMO. They offer a lot of data to look at on the very complex web site. But, this options is really for someone with an MBA or finance degree or a person who just really likes this stuff! If you think you can walk into the Fidelity office with $100,000, $800,000, or even $2 million in your old 401k or cash savings and get concierge investment advice, forget it! You are average or even "poor". If you are really, really loaded, then you begin to qualify for something we all kind of think we might be getting but, probably will not. But, if you are that loaded, you know that already and are not reading Yelp reviews! read more

It is just insane that anyone gave this place a bad review. They are awesome and knowledgeable. It shows you CAN NOT trust what you read. Ashley was fantastic!!!! read more

I had a great experience here. Everyone I encountered was friendly and professional. I made the appointment not knowing what to expect, and came away with a clear plan, explained in a way that made sense and fits with my goals. read more