I've been investing with Fidelity for over a decade…read more My pension from another job is held and managed through them and my current employer 401k is as well. I've opened a few other investment accounts through them in the past few years and have worked with some of their wealth management advisors to come up with a game plan. I am not the kind of person who spends hours researching or reviewing stocks. Nor do I want to be. So I appreciate the Fidelity tools and website that provide information and analysis. Their app is easy to use. The website is also easy. And trading and selling stocks and transferring money around from outside accounts is easy as pie. Today, I met with my new advisor, Josh in their new shiny Virginia Beach office right across the street from West Elm. First, the inside is spotless and modern with iPads and brochures and tons of seating. I was offered a coffee or tea while I waited. Parking is easy with a few parallel street spots in front or the garage across the street with free two-hour parking. Josh listened, he took notes, he reviewed my accounts and we discussed my goals for investment, retirement and growth. I have some homework and we plan to meet again to discuss. Overall, I'm very happy with this initial meeting and the new location in Town Center is easy and convenient! Prior to this their closest office location was Richmond.

Took a trip to the office in VA Beach! People are rude, they practically threw me out!read more

This review is for their mobile app Charles Schwab just put in the disclaimer that they are not…read moreresponsible for any losses if you use their mobile app and they have an outage that costs you money how unethical is that .i will not use the app only the browser version which does not require you accept these conditions

Thomas Lambert has been my financial advisor for 11 years. I have always found him trustworthy and…read morelistening to my concerns and what is best for me. He has never tried to push anything I was not comfortable with. He takes the time to work with my tight schedule. He is knowledgeable without being preachy. Highly recommend.