Fidelity Investments

DDOT EEL _{on Google}

Dec 11th, 2023

Downtown Greenville is so lively in December.

Sherri Patterson _{on Google}

Oct 22nd, 2023

Great service! Working in Greenville and needed in person assistance to get a wire transfer through. Maxwell worked diligently to make it happen.

Dana Lee _{on Google}

Sep 23rd, 2023

Id give them a zero if it was an option Ive had several 401k and retirement accounts over the years but noticed Fidelity is the only one that holds your money hostage!!!! Even once you quit a job, which most places its available within a week or two its over 5 weeks later and still cant do full payout withdraw first they said 30 days, then 2 pay periods, both of which have past: They did this for my husbands account as well, and it took almost three months and a ton of emails from his HR so obviously this is their method to hold onto your money till the last possible minute before lawyers get involved, then they release it!!! People dont request money from their 401k unless its truly needed shame on themWorst ever!!! Will not contribute to them ever againRun! Invest anywhere else.

Troy Miller _{on Google}

Feb 28th, 2023

Having many options to roll my pension into I chose Fidelity. Huge mistake. Everything seems fine until you try to withdraw funds. Will not make home closing on time even after promised by Fidelity it would be available by morning, this was over a week time frame. Have been told this for a week. As of now I consider them crooks and reported them to SEC. We seem to have few options these days except lawsuits. Many others out there I have delt with, I would never recommend Fidelity.

fsfsci _{on Google}

Nov 19th, 2022

Been with Fidelity for nearly thirty years. A meeting scheduled at the local office several years ago was a fruitless, unproductive waste of time. Thankfully, they validate parking.
Scheduling a recent [virtual] meeting with the same office yielded even poorer results than the one several years ago. The Fidelity Representative (Joshua ****s) cancelled the meeting without rescheduling or providing a substitute representative to speak with. Speaking with him briefly thereafter to understand why the meeting was cancelled, I found him to be short-fused, defensive and rude. This person has no business meeting the public with the level of hostility he presented.
Fidelity has been a reasonably-good outfit with which to build a portfolio over the years. Their online tools have been reasonably good and if you're willing to assume responsibility for building and maintaining your own wealth, it would be hard to find better than Fidelity. Note: "Woke" elements such as "non-binary" are finding themselves onto their online forms. "Non-binary" is not a legal term and subscribers should consider whether elements such might be of concern.
That said, the quality of their people has seriously declined over the last five years. "Short", "disinterested", "uninformed" are three words that seem to describe a number of the folks I get connected with. I surely hope "Covid" isn't the excuse du jour for an ever-lower customer service bar. Case in point .. few agents have ever heard of "bail-in". But if "bail-out" is an important word, "bail-in" is even more important. But few seem to know it's meaning and even fewer seem to care. Perhaps a sign of a overly-pampered workforce missing its professional ethic.
At any rate, meeting at the local office was a flat-out wreak of an idea several years ago; the "Meeting II" sequel was an unmitigated disaster. Unfortunately, I don't think "ashamed" has a place in anyone's vernacular these days.