My account does not register a new balance. I got email confirmation on 12/23/25 that my money was received yet it does not show a new balance. The notice did give last 4 digits of my 2 new accounts with Fedelity. Also can not open my account online saying new password no longer is correct. Now a long wait for phone their phone to answer. Not good customer service. read more

Met with Jasmine Boyden, she was very helpful automating my retirement contributions, planning for future investments, and helping me max out contributions. She made the complicated process easy and stress free. I really appreciated her showing me how to use the Fidelity system and then completing the tasks. read more

My wife and I dropped in to ask about withdrawing funds from an account and were met by Jasmine Boyden. After explaining what we were trying to accomplish, she guided us through the process. Her knowledge and patience were remarkable, and we were successful in getting the funds transferred. This young lady has exceptional customer service skills and is a positive reflection on Fidelity. Troy & Joanne Patterson read more

I can't thank this team enough! I've been trying to take care of my Moms trust fund from Texas through Arizona and a friend suggested I ask for help from a local fidelity for paperwork assistance as I was afraid I wouldn't get necessary paperwork completed. Went in on Thursday and Audrina and the team helped me get my whole trust finished! I can't thank them enough for all of the help they gave me and they wouldn't take payment for their help. I bothered them 2 days in a row but they made sure my paperwork was completed correctly and they also sent it off for me. This is a class act business with genuine people that truly care! Thank you so much for all of your help! read more

Always a great experience, the staff are welcoming, knowelegable and over all provide great service.

After calling the main number for appointment information,I was told that this location takes walk ins.So after driving 35 minutes to this location,I was told that I should reschedule for a appointment or wait for one hour. This was clearly discrimination due to the fact that I'm a older female.Had I been a man,I would have been seen. So,to the arrogant man that I spoke with, treat people with respect. I won't return to Fidelity and will take my funds to a company that treats people with respect. read more

Complete incompetence. They are clueless and not educated about what they are doing.They hire a bunch of 25 years old cocky guys at front desk who have no clue about investing. read more

You'd get better financial results by throwing darts at the wall. The people in this office a completely incompetent. They don't have a clue what it means to be a fiduciary. I dumped this clown show for a real financial advisory group. read more

I currently have a small retirement account and I have called 4x and am only able to leave a message. No one has called my back after 4 attempts. What the heck? Terrible service. I need information on how to transfer money into my current acct from an overseas acct. I guess they are not too interested in customer service. Maybe I should go elsewhere....Very frustrating and time consuming, and still no progress on getting monies into my acct. read more

I have tried to work with this financial institution to set up a monthly ACH transfer of funds from my clients account to one of their investors accounts in their institution. I have now failed 3 times in attempting to accomplish setting this up at this location in person. They are not competent or capable of helping with this. I would not invest with this institution. I do not recommend them, go to their competitors. Their employees have a very professional appearance, until they open their mouths and stupidity and incompetence starts spewing out. I only gave 1 star because I had to. read more

Agree with the person that commented about hiring young 25 year-olds. They just repeat a script to you and give the "asset allocation" speech. read more

AWESOME!!!! My mom passed away and Fidelity went above and beyond. Everyone in the office is polite and knowledgable! Would not invest anywhere else! read more