Fidelity Investments

Met with Graham Cook, of the Pittsburgh South Hills Branch. He was helpful, professional & knowledgeable. He did not pressure me to take any particular actions. Instead he politely provided a preliminary portfolio analysis, let me know what the options were and offered a follow up visit to continue my financial planning. Excellent experience.
Jan 4th, 2024

Talked with Steven Spence this morning. He was fantastic and advised me of many options for my retirement accounts. I have been working with Fidelity since the mid 1980. They have been very helpful over the years
Oct 13th, 2023

Amazing customer service. Clean and inviting lobby area, great advice. Highly recommend for investment or planning services.
Oct 7th, 2023

I like the opportunity to talk face to face about my retirement account.
Aug 11th, 2023

Really bad experiences so far from Mr. Morris in this office. He is not helpful, not responsive and shows little patience. Our family is starting to think that this local office of Fidelity is not helpful with investments only making commissions. Where is the management in this office and what are they paying attention to; certainly not the clients and not to customer service.
Jul 21st, 2023