I have an unfortunately vast amount of experience with identity theft due to a burglary which compromised all my passwords and other sensitive identiy information. In the course of securing my accounts, I got some serious exposure to the fraud divisions of multiple financial institutions. I give Fidelity top marks. And I compare them to outfits like Citibank. The only other outfit with competitive security is American Express. I closed the problematic accounts and I kept Fidelity and Amex. But lets discuss the investment. I've had competent investment advisors almost all of them from the Mountain View office. The solutions they proposed were financially sound according to principles of investment theory. I can say this because I had my portfolio reviewed by a friend who is in the financial industry and a very successful investor (no he doesn't take small clients like me). He kindly ran an analysis of his portfolio and mine and concluded mine had significantly lower risk while returns were very reasonably competive with his. How can this be? Well Fidelity is enormous. They can execute financial operations with lower costs because of their size. Their top notch technology don't hurt one bit. Due to my circumstances, Fidelity proposed very conservative investments. However, conservative investments in bonds and such like don't protect you from inflation. To do that you need investment in stocks. But if you are lucky you'll get an experienced advisor who had more tricks up his sleeve that your average advisor. This is a big shout out for John Conception who proposed a solution which solved the need for a stable portion of your portfolio while maintaining an aggressive stock portfolio thus resolving the conflicting needs for my retirement funds. Of course John's proposed solution was vetted by my buddy the financial guy who at this point became very interested in John... Thank you John and Happy New Year. After reading some of the other reviews, there seems to be some confusion about Fidelity. It is an investment firm and not a bank. If you examine some of your "Fidelity" checks, you can see it's actually administered by UMB bank. Fidelity or any other investment firm cannot accept deposits, give you cash from your account or give you bank/cashiers/blank checks because they are legally barred from banking operations due to one or the other of the fiscal scandels in the 2000's which rocked the industry. To deposit checks or get cash, go to any ATM. Fidelity wil reimburse you for the fees. To order checks, alas, use the website. I've never tried asking customer service to send me checks but who knows... it might work. If you need to write a check to someone in a hurry and are caught without your checkbook, there are several electronic transfers of funds, one of these might do the trick. You can use the app to deposit checks as well. read more

Their incompetence cost me over $2000, and they refused to take responsibility. Thankfully, Fidelity's competitors offer cash bonuses for moving your money to new investment accounts. Search for "brokerage account bonus". I moved mine to JP Morgan, Schwab, and Tastytrade and netted far more than the $2000 loss Fidelity caused. Pankit Patel was my financial advisor. He earned a commission of nearly $500 on the transaction that cost me the money. He never once offered this as a gesture of reconciliation, nor did he ever apologize. No one at the company did. 2 stars because Fidelity has some good products: their cash back Visa, fee-free ATM card, and their zero-cost index funds. read more

Recently I have been helping my sister to deal with estate trust changes to her Fidelity account. Naturally we have started with talking to central office over the phone, but due to complexity of the issue we were directed to the branch office. We went to Mountain View branch. This is were we were introduced to Gonzalo Morales. Gonzalo met us with a smile, kindness and patience. Due to complexity of changes and required amount of paperwork and supporting documents, he worked with us for a few weeks. We met at least 3 times. Throughout this period he was very helpful, accommodating and patient. He was providing regular updates from the back office until things were completed. I liked his keened focus on customer service and respectful approach. If I would need any new services from Fidelity I will contact Gonzalo at Mountain View branch. VladL read more

"Um...We've never done that before." Not exactly the words you want to hear when dealing with your 401k, especially after you spent an hour (ONE HOUR) on the phone with Fidelity's customer support who instructed you to go to the branch in the first place. In the end, it turned out okay, but it was far from confidence-inspiring. I'm not sure whether it was the phone agent who set the wrong expectations, or if the agent in-store was new, but when dealing with a 401k rollover, a bit of assurance goes a very long way. read more

Fidelity Investments - Financial Advising Near Me - Mountain View, California

See all

I stopped in for what should have been the easiest and most routine transaction -- depositing several checks into my Fidelity account. What should have taken 3 minutes took more than 30, and they never did complete the transaction. Supposedly, one of the checks kept jamming the scanner because "it has a crease in it." Really? Finally, I walked out and told them to send me a confirmatory email. (I never received it.) And by the way, there was not a single other customer in the office during the entire time I was there. read more

The staff was unwelcoming and incompetent. I needed help with 401K rollover. Instead of calling Fidelity customer service I decided to visit Mountain View, CA branch. The person at the reception was not very friendly and professional. She checked my ID and advised me to call Fidelity customer service. Obviously, she didn't know how to help and process my very basic request. A customer ,who was waiting to be served, decided to have a cup of coffee but was not sure how to use the coffee machine. Alison Jones, Financial Rep from the Mountain View branch, who happen to be in the reception area, instead of kindly offer to help pointed out to the written instructions. I found that border line rude and not customer friendly environment and attitude. I totally agree and see why the branch has such a poor reviews. read more

Waste of time. Rep more interested in 'scripted' interview.

I have been going to the Sunnyvale branch for many years and thought they were mediocre. One rep was extremely good but she is no longer there. Since I moved to MV, I thought I would try my new local office to get a status update on my retirement. It was mostly a waste of time, but I'm gonna gloss over that. What I wanted to focus on is that the rep I spoke with did not understand how dividends worked. The rep thought that the dividend was tightly bound to the current stock price. So if the stock price went down by 50%, then the dividend would readjust down 50% too. I asked why they thought that. They said because the of the dividend yield. This rep thought the yield was unchanging. We went through several minutes of examples so that I could confirm what I was hearing. Mgmt has really choked here and needs to work on training. read more

The young woman at the front desk was extremely rude to us. We asked for a check and she replied "we don't issue checks". Then I said "but, the last time we were here we were able to get a check" to which she replied "no, no-we haven't done that in years". Then she just looked out the window, beyond us and ignored us ! I had to get her attention again to ask "well, how can we get some of our money?" "Well, you can get a wire transfer for $15.00-oh wait-you're too late for that or we can send you a check?" "Which do you want ?" read more

People here do not answer the phone! Everything is channeled to a voice mail system that asks for information and then keeps you on hold. Sometimes for over an hour. I spent 1 1/2 hours on the phone with their corporate office (a little over 1 hour was on hold). When someone did answer they were fairly clueless and the upshot was he finally gave up and said I would have to contact a local office. The person had little idea how to handle an inherited IRA much less one that was probated. He used terms like endorsed and certified incorrectly and if I had not explained them to him he would still be in the dark. This office never did answer the phone. All I wanted to do was get an appointment to handle an inherited IRA. Now I guess I will have to go into the branch and get an appointment and then go back again to get my questions answered and the account taken care of. At this point I have zero confidence in Fidelity. read more

My experience with this Fidelity branch has been absolutely outstanding! I'm working Bryan Cherniss to transfer and set up several different accounts. Bryan demonstrates an outstanding desire to understand my financial situation. There is never any pressure to rush my decision making or push me towards a particular investment strategy or product. I feel so much better about my financial future about a only a couple of meetings! The office is modern, inviting, bright and comfortable! Stop by today! You won't regret it! read more

This office is good. The front desk person is very efficient and helpful. But I do have problem with Fidelity Investment 401K management which should be reviewed separately. read more

Ken Ngo was incredibly helpful! I'm 8 months pregnant and was feeling unwell, but needed to make a transfer for our home purchase. I made it to Fidelity, but too late for the cut-off. However, Ken did all he could to ensure it got where it needed to be, and the title company received it the next morning. So grateful- my husband worked for Fidelity, and I did pass this on to him, and he passed it along to his current colleagues. Kindness and professionalism goes a long way! Thank you, Ken! read more

This branch has pretty terrible customer service, makes you wait for an extremely long time. They also had not much knowledge of financial products. Could not even describe basic concepts like carry, yield, duration, etc...They try to pretend that they do know, but their advice is probably no better than just investing in an index. read more