Fidelity Investments

5.0 (1 review)

Investing, Financial Advising

Add Review

Call

Directions

Website

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.

Start your review...

Browse more easily on the app

Scott D.

1 year ago

Excellent service and their app is easy to use for buying and trading. Great customer service!

Helpful 0

Thanks 0

Love this 0

Oh no 0

More info about Fidelity Investments

You might also consider

Verify this business for free

People searched for Investing 133 times last month within 15 miles of this business.

Verify this business

Explore benefits

Annex Wealth Management

(8 reviews)

Annex is a marketing company moonlighting as an investment company. Poor returns driven by an…read moreoverpaid Willy Nilly analysis paralysis investment committee who's consistently behind the market. I crushed their returns with a company Fidelity 401K account with six real investment options. I know seven people who have/had money there, five left. They couldn't find a nickel if it was stuck between their bleep cheeks. Don't walk away from Annex, RUN!

Well I just received my September summary report and once again looked at $9,000+ loss for the…read moremonth. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money month after month good for me ....the customer. I do keep scratching my head trying to figure out why I have certain funds in my portfolio that have a 5 year trend of losses. I did asked my "Wealth Manager" and was told not to question the investment committees decisions. Just love dealing with a condeesending individuals.(not really) I do give Annex credit for starting to put client monies into CD's. Although they were about 90-120 days late in pulling the trigger on this one. There are many good professional managers at Annex Wealth. Just wish they were more hands-on with the client regardless of the portfolio balances.

Ellenbecker Investment Group

(1 review)

This firm is very professional, and quick to respond. Although we decided their services were more…read morethan we needed (our assets are just not that significant), I would not hesitate to work with them if you need tax advice or trusts established.

From the owner: Ellenbecker Investment Group's (EIG) goal is to help clients understand what they need to do to…read moreachieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth. Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life's transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.

PNC Bank

(2 reviews)

The atm have me my money. I was so happy…read more I drove up and put in my code so that I could get $20. I withdrew the money with no fees!

I have banked at many different banks and this is by far the best bank I have ever been too!…read moreEveryone is really friendly and efficient! I have also never had to wait!

Ameriprise Financial Advisors

(1 review)

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was…read morefairly high for what they did. I have a small account (about $110k) and I didn't think that I received the service I should have gotten. Slow call back times, feeling rushed on the phone, etc. If it was just the mediocre service, I could understand that because I'm a small fish. If it was just the high cost, I could understand that because big companies can charge more. But the combo of high cost and mediocre service is what eventually drove me away.

Advantage+ Financing

(8 reviews)

They need to hire competent staff. Alex conducted a preliminary interview and completely…read moreassumed/misheard what was said and used it as a basis for denying an equipment loan. His own biases towards women, marriage and who knows what else (my last name is very Hispanic) clearly interfered with his ability to listen to facts and rectify his errors once confronted with the truth. This company is adamant that I am married and requesting documents from my non-existent spouse. I have never been married in my life. The company refused to revisit the application and chose to make a decision off of an assumption. Poor business!! Luckily we have approvals from other lenders, but I will be sure to never recommend this lender to anyone in our group of business owners. Shame, shame, shame! Thankfully justice always prevails...in surprising ways....even if it is delayed a bit LOL. Best of luck Advantage MINUS xoxo

From the beginning Advantage + was very professional. They were precise and explained to me exactly…read morewhat I needed to present. I was quickly approved for a truck loan, After going to the dealership in a couple of hours I was driving out with my truck. Thank you advantage.

Fidelity Investments - investing - Updated October 2026

Browse Nearby

BEST of Brookfield, Wisconsin Coffee near Fidelity Investments

BEST of Brookfield, Wisconsin Coin Dealers near Fidelity Investments

BEST of Brookfield, Wisconsin Things to Do near Fidelity Investments

BEST of Brookfield, Wisconsin Gold Buyers near Fidelity Investments

BEST of Brookfield, Wisconsin Restaurants near Fidelity Investments

BEST of Brookfield, Wisconsin Fiduciary near Fidelity Investments

BEST of Brookfield, Wisconsin Pizza near Fidelity Investments

BEST of Brookfield, Wisconsin Stock Brokers near Fidelity Investments

BEST of Brookfield, Wisconsin Wealth Management near Fidelity Investments

People found Fidelity Investments by searching for…

Related Cost Guides

Auto Insurance

Currency Exchange

Financial Advising

Home and Rental Insurance

Insurance

Life Insurance

Tax Services

Browse Brands

Fidelity Investments

Browse Articles

Articles by date

People who viewed Fidelity Investments also viewed

Debt Advisors Law Offices Milwaukee

3.8

(6 reviews)

Really enjoy working with Chad and his staff. Extremely nice people and knowledgeable. I was able…read moreto avoid scammers with their help, and it steer my bankruptcy case into light. They gave direction and hope. They are affordable, helpful, and would recommend.

If anyone needs compassionate, efficient, and proficient services, this is the firm to visit…read more Attorney Georg listens and helps you to understand each phase of the process without judgement while guiding you to a solution. There are many firms that provide financial resolutions, but this one is top notch in all areas. The excellent ratings on Google etc. Speak the truth and validates why they are the best. This should be a big determining factor on whom to do business with.

Brian D Joyce, CPA

3.4

(10 reviews)

Brian has done my taxes for the past three years, I have no complaints. He is responsive and…read moreanswers emails promptly. He is very patient with me. As I ask a lot of questions, I have a small business. Would recommend him. Just do him a favor and don't show up mid April like I do :)

we met with Brian in February. we didn't hear back from him again until I went to his office in…read moreApril a week prior to taxes being due. he made all these excuses and our paperwork was completely ruined from coffee or pop stains. we didn't feel good about our preparation and information was missing and my husband Social Security number was incorrect. I went back to his office to ask questions and was told to schedule a meeting and come back later. I got frustrated and said I would not be coming back. He did not care as he already had her money. He told me he was busy and had another meeting. I waited outside his office for 20 minutes and no one came for a meeting. I found him to be arrogant and unwilling to work with me as a woman because he was very willing to work with my husband. I cannot recommend anyone less.

Tennessen Accounting & Tax Service, Inc

3.0

(2 reviews)

Been using Tennessen since I went into business in 1975, can't say one bad thing about them. They…read morestill do my taxes and everything for my business. Alicia knows her stuff, a literal tax wizard.

Very poor, unprofessional service. We have been using them for years but will not anymore. We left…read morethree Federal returns to be filed in plenty of time last March. When we hadn't heard that they were ready, we called. The tax preparer seemed to have forgotten that he was supposed to do them. He did two and said that we would have to file an extension for the third return and that he would complete it before the October deadline. Come October, we still had not heard from them so I called. Again he seemed to have forgotten that he had promised to do them, and promised to complete the return in time. After not hearing anything AGAIN at the end of November (and now past the extension deadline) I had to call and leave several messages both at the office and on his cell phone, none of which he returned. Now well into December, I finally contacted him at his office and he promises to finish the return. He presents the attitude that it is not an issue that he has forgotten to fulfill his promise and that missing deadlines for filing taxes is no big deal. This is not the standard of accountability that you should tolerate from professional accountants.

Infinity Accounting

5.0

(1 review)

Adam is an accountant you can trust. I've worked with him for over a year and trust his…read moreconsultation and advice. He looks out for my business's finances going into the future, and not just the current state. Highly recommend!

Fidelity Investments

Services - Fidelity Investments

Fidelity Investments Photos

You might also consider

Recommended Reviews - Fidelity Investments

More info about Fidelity Investments

You might also consider

Verify this business for free

Fidelity Investments - investing - Updated October 2026

Browse Nearby

People found Fidelity Investments by searching for…

Related Searches in Brookfield, WI

Trending Searches in Brookfield, WI

Related Cost Guides

Browse Brands

Browse Articles

People who viewed Fidelity Investments also viewed

Debt Advisors Law Offices Milwaukee

Brian D Joyce, CPA

Tennessen Accounting & Tax Service, Inc

Infinity Accounting

Fidelity Investments

Services - Fidelity Investments

Fidelity Investments Photos

You might also consider

Recommended Reviews - Fidelity Investments

More info about Fidelity Investments

You might also consider

Verify this business for free

More businesses like Fidelity Investments

Fidelity Investments - investing - Updated October 2026

Browse Nearby

People found Fidelity Investments by searching for…

Related Searches in Brookfield, WI

Trending Searches in Brookfield, WI

Related Cost Guides

Browse Brands

Browse Articles

People who viewed Fidelity Investments also viewed

Debt Advisors Law Offices Milwaukee

Brian D Joyce, CPA

Tennessen Accounting & Tax Service, Inc

Infinity Accounting