Cancel

    Open app

    Search

    Fidelity Investments

    2.4 (15 reviews)
    Closed 8:30 am - 5:00 pm

    Services - Fidelity Investments

    Investment management

    Fidelity Investments Photos

    You might also consider

    Recommended Reviews - Fidelity Investments

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of Al L.
    1515
    2160
    30627

    2 years ago

    Helpful 14
    Thanks 4
    Love this 13
    Oh no 0

    1 year ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 1
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    3 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    After waiting an hour on the phone...it hung up! Just frustrating dealing with this investment firm!

    Helpful 4
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 2
    Thanks 0
    Love this 2
    Oh no 0

    8 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 3
    Thanks 1
    Love this 1
    Oh no 1

    8 years ago

    Helpful 3
    Thanks 0
    Love this 1
    Oh no 0
    Photo of B F.
    0
    7
    0

    5 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 1
    Photo of Mary J.
    0
    109
    36

    9 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Fidelity Investments

    You might also consider

    Verify this business for free

    People searched for Investing 1,276 times last month within 15 miles of this business.

    Verify this business

    Areté Wealth Strategists - Ashley Murphy, CFP®, Founder/Principal in office

    Areté Wealth Strategists

    (6 reviews)

    Downtown Berkeley

    Had a call with Ashley and found him to be extremely rude. He simply wasted my time and had no idea…read morewhat he was talking about. Found him to be very unprofessional and don't even think what business he is running, what kind of services he is offering and the kind of clients he is after.

    I highly recommend Ashley from Arete Wealth Strategists…read more http://arete-ws.com/ HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE What I like most about Ashley is his philosophy of prioritizing his client's interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage / fee. HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to "pick winners" which is really impossible unless you have inside information, he has a creative strategy of weeding out low-performers in an overall market. HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he'll be polite and tactful, but he'll not pull any punches in pointing out potential areas for change. I'm impressed with Ashley. And ask him for a consult and I'm sure that you will be too!

    Mindful Money - John, David, Nancy, Naomi, and Jonathan

    Mindful Money

    (19 reviews)

    Telegraph Ave

    In the past week, two people asked me if I would recommend a reliable and honest investment…read moreadviser, so I thought I would write a review for mine. After being a stockbroker for a decade, I learned a lot about investing. On the job training taught me many things. I learned that you have to be confident to trust your investment expert and your investment expert needs to be smart and well versed in the financial markets. Jonathan DeYoe and his team of experts continually earn that confidence from me and my family. For several years, we have been clients of DeYoe Wealth Management. Thank goodness. The team at the firm care about our portfolio as if it was their own. They are on top of things and they keep us connected. Jonathan makes sure to keep us informed of changes in the market that affect our investments. He publishes newsletters that are informative and keeps us in tune with what is going on in the world of finance. We appreciate the expertise and care the DeYoe team provides time and time again. Over the years, we have transferred our Merill Lynch personal account and opened a SEP, two IRAs and a college fund with DeYoe Wealth Management. We took our time to get to know Jonathan and his associates and we are very pleased with our professional relationship. The team at this firm is very knowledgeable and we have been happy with our rate of return and results ... even in a down market. Their choices have outperformed the S&P on a regular basis. Originally I met Jonathan at a business networking meeting (BNI) and he was introduced to me by a mutual friend and client. In the last five years, I have recommended DeYoe Wealth Management to friends and I have heard great feedback from them as well. The DeYoe investment team has a terrific track record and their excellent reputation is well deserved. So if you are confused about all of the financial information you hear on the news and read in the papers, call these guys and ask them to help you understand what is going on and to get you on the right track. They will ... cause that is what they do.

    Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect…read moreis daunting and overwhelming to me! I've worked with Jonathan for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Jonathan is a fresh breath of air. Working with Jonathan has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru. In addition, the support staff always makes me feel warm and welcomed and part of the DeYoe Family. Jonathan is my defacto Financial Planner.

    Fruition Advisors

    Fruition Advisors

    (13 reviews)

    Berkeley Hills

    If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

    I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

    HarborLight Investments - HarborLight Investment banner image

    HarborLight Investments

    (2 reviews)

    I was desperately in need of a CFP. My previous CFP had retired and I (figuratively) buried my…read morehead in the sand. I set out to research Yelp for referrals. One of the top few was HarborLight Investments. I called and scheduled an appointment with Jason. When I met with Jason he was attentive, nonjudgmental, and respectful. I left with some "homework" and called him the following week to meet again. My next appointment went extremely well. I felt comfortable. It felt like we were in sync with regard to my financial needs. Jason offered many options based on my circumstances. I was thrilled to be accepted as his client. I highly recommend HarborLight Investments. Jason listened to my requests and responded appropriately to my needs. With his incredible, extensive experience and expertise, we were able to determine the best scenario for my financial future. I am grateful for his thoughtful demeanor and personalized approach. To me, he represents HarborLight Investments as the ultimate certified financial planner.

    I have worked with Jason on a few projects over the years and was always impressed with his…read moreattention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker. I have worked with Jason on a few projects over the years and was always impressed with his attention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker.

    Fidelity Investments - investing - Updated May 2026

    Loading...
    Loading...
    Loading...