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Fidelity Investments

2.9 (9 reviews)

Services - Fidelity Investments

Investment management

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This is where you meet your Fidelity rep. This time, no one was there other than me.
Bob R.

This is a small Fidelity branch that is very convenient to my home and my office. If you arrive at the right time, their office is generally void of customers, and you get royal treatment. Sometimes, this time, they have a wait and expect you to have made an appointment. They have a great single-cup coffee maker in their lobby and comfortable seating. If you have to wait, at least you will be comfortable. When you do see someone, they are very accommodating. I suppose it would be better to make an appointment. It would be courteous to them and ensure you don't waste your time. So, I do suggest you make an appointment first.

Fidelity Schaumburg Investor Center

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3 years ago

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9 months ago

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26 days ago

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3 years ago

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2 years ago

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7 years ago

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5 years ago

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6 years ago

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Charles Schwab

Charles Schwab

(4 reviews)

I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

Had an account in Barrington, IL was switched to Schaumburg, IL with my knowledge. Quarter meeting…read morewas always a battle because, my work finish time is 5pm, advisor and Schaumburg office account person was complaining about out 5:15 pm 30 minute phone call. Numerous last minute schedule changes due to family issues...Do they want to be advisors to my schedule or not??? Sick and tired of this whining bunch of so called advisors. Oh, and by the way, having so many "accounts" with little growth even though the market had been breaking records. So long Schwab, and hello to another group.

Fidelity Investments

Fidelity Investments

(5 reviews)

My family and I have been banking with Fidelity Investments for over 30 years! Their services are…read moretop notch -- everyone I've worked with is very knowledgeable and efficient! They moved from their now former location (next to the Kuma's burger restaurant), to the plaza next door, new address: 1570 E Golf Rd, Schaumburg, IL 60173; they are in a 10-floor brown marble-looking building next to the Lennar building and are on the first floor to the left as soon as you walk into the lobby! (Their building is next to the plaza that has the Woodfield Hyatt and City Works in it)! They occupy a first floor suite plus the 10th floor! I was helped by a professional, pleasant (and pretty) young lady named Eeshie, who quickly and efficiently deposited my check into 1 of my Fidelity retirement accounts! (Make sure you've already got the Fidelity account number of the account you want to deposit that check into, written on the back of your check, just to make things easy for yourself and the Fidelity rep!)

It's really too bad that the prior review of Fidelity was so bad. I've been using Fidelity…read moreInvestments since the 1970s. Having a local branch is very convenient. I've used them for a variety of services, all of which have been and continue to be well managed. In the times I have been there, they have always been professional and pleasant and provided whatever service I needed quickly. If you need to wait, they have butter cookies, candies and a Keurig Coffee Maker with a variety of choices.

Fidelity Investments - investing - Updated May 2026

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