Always get answers to my questions and prompt help in filling out forms, depositing checks etc. have been with Fidelity for 35 years and has been a beneficial relationship in growing my retirement funds read more

Today I invested in a money market account at Fidelity in Danvers, Mass. Michael Fennell is my assigned advisor. I like to think of him more as a "monetary concierge" Michael is down to earth and he genuinely likes people. He always seems to want to make a situation better and to learn as much as he can in the process. I felt heard... no pressure.... he was transparent and knowledgeable. I am a tough customer ( just read my yelps) but I prefer to write positive yelps. People like Michael make it easy to write good reviews. Thanks Michael and thanks Fidelity. Happy New Year too. read more

Stay away! After many years of separate workplace accounts, I decided to combine these and save the individual account fees. Every year or two, I would meet with someone virtually and this would come up, Additionally, I invested some money held in a trust for my sister with permission. As an aside, the bank held these monies interest free, and made an egregious error calculating our mortgage a few years ago. I calculated my mortgage payments which were low, and realized we would not own the home at the end of all the payments. The bank where the money was held called me immediately regarding the transfer and the identity of the receiving institution, it was not evident from the endorsement. I spoke with a senior officer and received a copy of my check. Then spoke with my agent, the story changed from the money cleared, to it will clear in 10 days, 2 and then 4 weeks and we called the bank. Why, I have no idea. Fidelity now needed me to call the bank on a recorded line. The timeframe would not change. This took 4 weeks after he initially told me it went through. My agent thinks he is the president of Fidelity and has "Minions." A simple question to unlink accounts not at Fidelity requires I meet with someone who, "thinks" she can help me. I work from home and account for every minute, I build in a buffer for a quick email here and there, texts, and bathroom breaks. I had to be off to take a family member to a medical appointment. Then there was the terse email from the advisor, (and his team.) The answer was a few clicks, silly me. I should have known to just use MS Co-pilot instead of bothering to ask. I searched the question and Co-pilot answered. Fidelity could take a page from others, I call or send a message to my other planner, asking can we meet? Always, Sure, great to hear from you. How have you been, XXX, when are you available? That time appears to be convenient to both of us. Not, Anthony will call you to make an appointment. Do I really care you have other calls? Or you need to reschedule to sit for your new dog. Today's, request required they change my view or send me some simple instructions. Not three emails and a dressing down. I am old enough to his mother and will not tolerate this. My older sister has a saying I be dipped in SH-T, if you will speak to me like that. Years ago, someone was to provide services to a family member, the provider would say oh, good we can learn together. If you want someone to practice go here. read more

I use their advisory service. They are thorough, honest, and have made me a lot of money over the years.

I want to give a '0' star but you can't. nothing but poor service from this place. starting with Jocelyn Hawkins. I gave up on calling her you always have to leave a message it all started when. I left her a message on her voicemail I never got a return call turns out she was on medical leave her voicemail was not monitored finally someone called me back to explain this. her voicemail did not mention anything about her being out. they did not help me as I explained I was losing money in my account and not one person called me. emailed me to explain some options. I gave up on calling Hawkins as she would not call back until 5 minutes be be her office hours where over. no customer service they suck also some dude named Ryan would leave me a message i gave up on phone calls I would text him regarding his statements they had a resolution for my losses he never replied as the rest o this incompetent team of misfits spoke to an Adam he was super helpful explained my options as the rest of the team they suck. I need to get out of fidelity losing to much of my retirement money due to the suck ass team not paying attention please don't use this service read more

We needed assistance with opening a Trust account. We spoke to Erin over the phone and met with her and another colleague in person to go over the paperwork. Erin was extremely efficient and professional. We truly appreciate the great customer service. read more

About two years ago, both my wife and I switched over my workplace 401k's to IRA's at Fidelity Investments in their Danvers' office. It was a very smooth transition with our account executive assisting us all the way. He is always available to us for an appointment and always returns our phone calls promptly. Their customer service is the reason I chose them over Vanguard. I have not been disappointed. P.S. Just remember, they are trying to sell you a product (their funds). If you want "OBJECTIVE investing advice", go to a fiduciary and pay for it. read more