Fidelity Investments
-
111 South Westlake Blvd
, #1
Thousand Oaks, California 91362 - (800) 381-6154
- Website
Hours
Chamber Rating
-
Walter Perls
Jan 3rd, 2024 -
Rosenberg
Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.
Jul 24th, 2023 -
roy schilder
Dec 15th, 2022 -
Lori McGinley
Took my $31k for 2 $15k acts. Had no problem with a p.o.box when they took money. Then frozen my money after they already cashed check 10 days ago. Questionable if tomorrow's going to be a day of hiring an atty or getting the 8k I need for roof replacement out of my $31k. Will post again, and every day I can't access my account.
Jul 18th, 2022 -
r paul
Long wait to fill out forms even though we called ahead to say we were coming in to fill out the forms. No one can seem to find the formsso far I am not impressed with the efficiency of this office.
Jun 5th, 2022
About
Fidelity Investments
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Services
- Annuities
- College planning
- Estate planning
- Investment guidance
- Life insurance
- Retirement planning
- Wealth planning
Questions & Answers
Q What is the phone number for Fidelity Investments?
A The phone number for Fidelity Investments is: (800) 381-6154.
Q Where is Fidelity Investments located?
A Fidelity Investments is located at 111 South Westlake Blvd, #1, Thousand Oaks, California 91362
Q What is the internet address for Fidelity Investments?
A The website (URL) for Fidelity Investments is: https://www.fidelity.com/branches/investor-center-thousand-oaks-california-91362
Q How big is Fidelity Investments?
A Fidelity Investments employs approximately 20+ people.
Q What days are Fidelity Investments open?
A Fidelity Investments is open:
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 5:00 PM
Saturday: Closed
Q How is Fidelity Investments rated?
A Fidelity Investments has a 3.9 Star Rating from 18 reviewers.
Hours
-
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Ratings and Reviews
Fidelity Investments
Overall Rating
Overall Rating
( 18 Reviews )Walter Perls on Google
Rosenberg on Google
Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.
roy schilder on Google
Lori McGinley on Google
Took my $31k for 2 $15k acts. Had no problem with a p.o.box when they took money. Then frozen my money after they already cashed check 10 days ago. Questionable if tomorrow's going to be a day of hiring an atty or getting the 8k I need for roof replacement out of my $31k. Will post again, and every day I can't access my account.
r paul on Google
Long wait to fill out forms even though we called ahead to say we were coming in to fill out the forms. No one can seem to find the formsso far I am not impressed with the efficiency of this office.
Overall Rating
Overall Rating
( 18 Reviews )Write a Review
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