Went in to help my mom square away her investments. She really doesn't know much about investing so i was a little nervous. She met with the nicest lady, i think her name was Tara. She was very patient, brought the conversation down to my moms level and help her understand what it is that she owns. My mom was so pleased she is going to come back and hire them once some CD's come due. Tara turned a somewhat nervous meeting into a very happy outcome. read more

You are responsible for your own investing. They get to know you, especially your financial needs. Then they help direct you appropriate investments. read more

They opened the wrong type of account for us, then when I wanted to make a trade, the money was not available even though they cashed my check two weeks, ago. Called them up to see what the issue was and they insisted that they had to call my bank to verify that the check had cleared, and my bank told them that the check was good and it was cleared. They then said they had to check with upper management to see if I can use my money to make a trade, and would call me back. When they called back, they said upper management refused to approve the use of my money. They insisted that I wait an entire MONTH before I could make a trade. Meanwhile, I am losing money on trades that I would have been making money on!! Do NOT recommend!!! read more

Were great several years ago helping me manage my mother's account. They're now helping me with my personal accounts. Personal service, going beyond expectations, phone and email requests managed efficiently and comprehensively. read more

28 minutes on hold before I hung up....no one ever answered the branch office in Naperville IL. BAAAAD! I wanted to set up an appointment to open a trust brokerage account. Their loss...... read more

I worked with a financial advisor in this office for several years. She was clueless about how to work with people who have religious or political views that are different from hers. The administrative staff is ineffective and dismissive. read more

Best customer service around. Went shopping for advisors and Fidelity was the only firm that I didn't feel like I was being sold too immediately! My situation was understood and my needs were met before any sort of product was even discussed. They ran a retirement analysis which really gave me peace of mind too! Will be recommending to my friends and family. read more

Went to meet a financial advisor. The advise was so basic that it can be automated through an amazon Alexa skill. My first visit with a financial advisor and am surprised at the one line answers - you have to be creative to get answers out of the advisor. Maybe just one bad apple and there are smarter people in the system. read more

The employees at this branch clearly have the clients' best interests in mind. My advisor was willing to have an in depth conversation with me about all my options and was patient in laying those out for me. I received great service from other employees as well. I am looking forward to going back soon. read more

Overall I believe Fidelity is an upstanding investment company....I just had bad experience with this branch. I had specifically arranged to have 100k of my savings invested with an advisor. 10 months later I found out that it was still sitting un-invested. Pretty disappointed. read more