Fidelity Investments

Average Rating

20

About two years I went to Fidelity in Walnut Creek to buy a deferred annuity using my Roth IRA. I thought it would give me peace of mind to have a guaranteed stream of tax free income for the rest...

Posted by Jerry G. on December 26, 2018. Brought to you by yahoolocal.

Average Rating

100

Professional service provided by the male representative at the counter got me in and out quickly. I had a few questions I asked him during the transaction and he answered those accurately. I...

Posted by Todd J. on May 12, 2017. Brought to you by yahoolocal.

Average Rating

100

Financial planning is not my thing but meeting with Ashley certain made this experience less stressful. I was able to open a IRA and combine accounts using savings from the last 15 years. With...

Posted by Jeanette M. on September 09, 2016. Brought to you by yahoolocal.

Average Rating

100

I have been a Fidelity customer for more than 20 years. I have always found their PAAS managers on the phone, to be very efficient and knowledgeable. We recently began our retirement planning...

Posted by Diana L. on June 20, 2015. Brought to you by yahoolocal.

Average Rating

80

I have recently been trying to consolidate some of my accounts. In particular, I have a QDRO-related pension and one from a relatively brief stint with my first employer out of school. The...

Posted by Eric B. on March 30, 2011. Brought to you by yahoolocal.

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.

Posted on March 08, 2022. Brought to you by merchantcircle.

Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. The branch is located in the Ygnacio Center in Building 1. Garage parking is...

Posted on June 15, 2017. Brought to you by yellowise.