Fidelity Investments - Berkeley, California

Address: 1995 University Ave Suite 120, Berkeley, CA 94704, United States.
Phone: 8002256447.
Website: fidelity.com
Specialties: Investment service, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Appointment required.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 3.6/5.

📌 Location of Fidelity Investments

☎️8002256447

⏰ Open Hours of Fidelity Investments

Monday: Closed
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–5 pm
Saturday: Closed
Sunday: Closed

Fidelity Investments is a well-known company that specializes in investment services and financial planning. You can find them at Address: 1995 University Ave Suite 120, Berkeley, CA 94704, United States. Their telephone number is 8002256447.

Their website, fidelity.com, provides information and resources for individuals looking to invest and plan their finances. They have a physical location in Berkeley, California, which is wheelchair-accessible and requires an appointment.

According to Google My Business, Fidelity Investments has a total of 10 reviews, with an average rating of 3.6/5. This indicates that the company has a generally positive reputation among its customers.

In terms of features, Fidelity Investments offers a range of investment services, including retirement planning, college savings, and individual brokerage accounts. They also provide financial planning, allowing individuals to create a customized plan to meet their financial goals.

If you are considering investing or planning your finances, Fidelity Investments is a recommended option. Their experienced team of professionals can help you navigate the complex world of finance and make informed decisions about your money.

To learn more about Fidelity Investments and their services, visit their website at fidelity.com. You can also contact them by phone at 8002256447 to schedule an appointment.

👍 Reviews of Fidelity Investments

Fidelity Investments - Berkeley, California

R

1/5

This bank is very bureaucratic. It is hard to reach someone at the actual branch. You will be transferred to someone at their general number - where the service is hit or miss. Some times they get it right. Some times very wrong - with errors, people telling you different things, and great delays - so there are problems even with easy transactions. The local branch acts like they can't be bothered. Go elsewhere.

Michael N.

1/5

The person who helped me on the first phone call got everything wrong (telling me I could not simultaneously contribute to a 403b and a 435b, contrary to the IRS's own website). The second person I talked to refused to give her last name on the phone call, though I was required to give her my full name and information. I do not want such people "helping me."

crystal S.

3/5

I came in to set up a retirement account. They were friendly, but just set me up at a kiosk and had me fill out paperwork and called a customer service line. I was in hold for a while. I had many unanswered questions and would have appreciated sitting down with someone. Left without setting up an account.

Myron R.

5/5

I lost my card how can I insure funds I deposit in future will be safe I already lost 500,000 dollars microventures to terrorism groups I invested 2000 with home Depot and made 20,000 what should I do with it should I use nft since new currencies arent secured or insured I have apple stock but I haven't developed stock into higher investment increases stock value . How should I increase value of accounts and funds what investment and stocks will create revenue streams.

Neil K.

1/5

Went there to move some money and they didn’t get it right , took forever and were generally incompetent. It’s very closed off and doesn’t give you a welcoming feeling.

Paul M.

5/5

Very professional, I work for UC Berkeley and told me the office for us employees is on Addison near campus, my fault but is really close

Alex K.

5/5

Great service, easy to come and talk to them.

Misun C.

5/5