Fidelity Investments

I want to give back based on experience. The person doesnt have the complete knowledge. Good thing, I didn't bend to her ideas. I asked her 2x -3x to check with her supervisor because I know she was advising me wrong ideas. If I had followed her suggestion ( 155 Congress Street), I'll be paying expensive taxes. Fast forward, I went to Cambridge branch and it was smooth. The guy was even helpful to provide me alternative options.
Mar 6th, 2024

This is worst untrustworthy place to get financial advice. I was a novice investor and I was misled to take investment that was not favorable to my financial needs and I couldnt get out at all due to hardship. They did not help afterwards as well. They ignore you and No updates and communications back from advisor: Harrison Voloshin, CEO: Abby Johnson and Western & southern financial group CEO and team. They know act fake like they care and but they just want your service and ruin your life.
Jan 12th, 2024

I deposited money through the online portal. They closed my account and stole my money and refuse to give it back.
Jan 12th, 2024

I give them 1 star because they execute trades fine. But anytime there is person involved in doing something there is about an 80% chance they get it wrong - truly pathetic & untrustworthy. Depositing checks to wrong accounts, asking for DOD valuations - sent an empty file, mailed DOD of 1 account 3 times. The careless and replete with errors, missing and wrong information. I will be switching to a new advisor in part just to get away from Fidelity.
Nov 11th, 2023

Nov 17th, 2022