Several staff members have been very helpful about how to handle my work 403b and related matters.

Was told to go to Fidelity Southpointe for a notary at a specific time. I arrived on time and was told I needed to wait an hour for a two minute notary. While annoyed about the inconvenience, the staff at front desk was actually rude about the situation offering no apology but just that it was standard operating procedure. Horrible customary service for such a small item. read more

The most convenient branch location for Fidelity Investments in Chapel Hill or Durham. While I do nearly all of my transactions online (deposits, stocks, etc.), I've always found the service at this location exceptional for those rare occasions when I do need to go to a physical branch. The only downside of this location is that the hours aren't great (8-5 M-F, no weekend hours) but as a small reward they do have complimentary coffee. read more

Fidelity blamed me for someone getting in to my account they let someone drain my acount then Fidelity refused to refund my money and told me that I couldn't work with them or use there Services anymore until this day I still owe them money even though I did not my money was stolen from my account and never refunded read more

I accompanied my grandfather to this location to help him with what I could. Upon walking into this place we were greeted by someone who clearly didn't know what they talking about. It seemed like they would dodge questions and refer us to talk with the IRS. He's in retirement with a small business and wanted to know more about small business IRAs. We left more confused than we got there. We ended up going with another firm who was more knowledgeable. It seems like Fidelity is more for those who are investment savvy rather than those who need help. read more