Fidelity Investments
-
500 East Eisenhower Parkway
, Suite 100
Ann Arbor, Michigan 48108 - (800) 624-2286
- Website
Hours
Chamber Rating
-
Murphy Harrington
Do yourself a favor and don't ever let your money get into one of these accounts. Accessing it and rolling it over is impossible - they clearly make it intentionally difficult.
Apr 9th, 2024 -
kizzy wade
Dec 1st, 2023 -
Yiba Wang
Jun 16th, 2023 -
Dynamic Daltos
Jan 28th, 2023 -
M Fisher
Soon after we retired, we approached Nate from the Fidelity AA office, intending to buy 2 large (relative to our modest nest egg) annuities. Nate politely talked with (not pressured) us about this and our overall retirement plan in order to get a clear understanding of our request and needs. He confirmed the reasonableness of our plan, which added to our confidence in doing this. And he did so without pressuring us to hire Fidelity to develop and execute a plan for us. Nate also explained to us that ILO of the S-T annuity a CD ladder would be a better substitute, since at the time CD rates were in the 4.5 to 4.9% range. He then explained to us how the CD-ladder works. Since these were big (to us) transactions they required a lot of paperwork and procedures on and outside of our Fidelity account. Some of these steps were complicated and not fully clear to us. Craig on Nates team did an outstanding job of guiding me through these steps in order to ensure our large annuities and CD-Ladders were purchased as we intended and with the optional riders that were valuable to us. He politely and thoroughly answered our questions. Both Nate and Craig seemed to be straight-shooters who did not pressure us or attempt to sell us products or services we didnt request or need.
Jul 5th, 2023
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) 624-2286.
Q Where is Fidelity Investments located?
A Fidelity Investments is located at 500 East Eisenhower Parkway, Suite 100, Ann Arbor, Michigan 48108
Q What is the internet address for Fidelity Investments?
A The website (URL) for Fidelity Investments is: https://www.fidelity.com/branches/investor-center-ann-arbor-michigan-48108
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:
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
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Q How is Fidelity Investments rated?
A Fidelity Investments has a 4.5 Star Rating from 15 reviewers.
Hours
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Ratings and Reviews
Fidelity Investments
Overall Rating
Overall Rating
( 15 Reviews )Murphy Harrington on Google
Do yourself a favor and don't ever let your money get into one of these accounts. Accessing it and rolling it over is impossible - they clearly make it intentionally difficult.
kizzy wade on Google
Yiba Wang on Google
Dynamic Daltos on Google
M Fisher on Google
Soon after we retired, we approached Nate from the Fidelity AA office, intending to buy 2 large (relative to our modest nest egg) annuities. Nate politely talked with (not pressured) us about this and our overall retirement plan in order to get a clear understanding of our request and needs. He confirmed the reasonableness of our plan, which added to our confidence in doing this. And he did so without pressuring us to hire Fidelity to develop and execute a plan for us. Nate also explained to us that ILO of the S-T annuity a CD ladder would be a better substitute, since at the time CD rates were in the 4.5 to 4.9% range. He then explained to us how the CD-ladder works.
Since these were big (to us) transactions they required a lot of paperwork and procedures on and outside of our Fidelity account. Some of these steps were complicated and not fully clear to us. Craig on Nates team did an outstanding job of guiding me through these steps in order to ensure our large annuities and CD-Ladders were purchased as we intended and with the optional riders that were valuable to us. He politely and thoroughly answered our questions.
Both Nate and Craig seemed to be straight-shooters who did not pressure us or attempt to sell us products or services we didnt request or need.
Overall Rating
Overall Rating
( 15 Reviews )Write a Review
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