Fidelity Investments - New York, New York

Address: 165 Broadway, New York, NY 10006.
Phone: 8003483030.
Website: fidelity.com
Specialties: Investment service, Financial planner.
Other points of interest: Wheelchair accessible entrance.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 3.2/5.

📌 Location of Fidelity Investments

Fidelity Investments 165 Broadway, New York, NY 10006

☎️8003483030

⏰ Open Hours of Fidelity Investments

Monday: 8:30 AM–5 PM
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 Overview

Located at 165 Broadway, New York, NY 10006, Fidelity Investments is a prominent financial services company known for its comprehensive investment services and expert financial planning. With a phone number 800-348-3030 readily available for inquiries, potential clients can easily reach out to this reputable firm.

Key Features:

- Investment Services: Fidelity offers a wide array of investment options, catering to individual investors and institutional clients alike. Their extensive portfolio includes stocks, bonds, mutual funds, and ETFs, providing diverse investment opportunities.
- Financial Planning: Clients can benefit from personalized financial planning services, aimed at helping them achieve their long-term financial goals.
- Accessibility: The office is wheelchair accessible, ensuring that all customers, regardless of physical ability, can visit without hassle.

Contact Information:

For those looking to connect with Fidelity Investments, the company's toll-free number 800-348-3030 is a convenient way to initiate contact. The company's main website, fidelity.com, provides comprehensive information about their services, including details about their New York branch located at 165 Broadway, New York, NY 10006.

Customer Reviews:

Fidelity Investments has garnered attention with 22 reviews on Google My Business. The average opinion is 3.2/5, indicating a generally positive but not overwhelmingly enthusiastic customer base. This suggests that while many clients are satisfied with Fidelity's services, there is room for improvement in certain areas.

Recommendations for Potential Clients:

For someone considering Fidelity Investments, here are some key points to keep in mind:
- Research Services: Explore the full range of investment and financial planning services offered. Visit their Website for detailed information and to understand how their offerings align with your financial objectives.
- Contact for Consultation: Utilize their phone number to schedule an initial consultation with a financial advisor. This step can help you assess whether their services are the right fit for you.
- Accessibility Consideration: Given the wheelchair accessible entrance, it's reassuring for those with mobility concerns to visit their physical office if needed.
- Review Expectations: With an average rating of 3.2/5, set realistic expectations. Consider reading through both positive and negative reviews on Google My Business to get a balanced view of the company's performance.

👍 Reviews of Fidelity Investments

Fidelity Investments - New York, New York

Jesse

1/5

Signed up for Fidelity and Vanguard accounts on the same day last week. My Vanguard account is working great, however Fidelity's website will not allow me to verify my bank account. Fidelity's customer service rep was no help whatsoever - put me on hold for 20 minutes and wasted my time. We will be using Vanguard exclusively moving forward.

Abe S.

1/5

The Donor Advised Fund is no good, they allowed me to contribute, it is not solid or bullet proof and your deduction might be in question. If you can't accept it why did you allow it? I find it unacceptable to lose such an important deduction in 2024. I would've used a different service.

aubrey T.

1/5

Be careful of this company. It claims that it will give you a good return for the btc you deposit into their fund but when it comes to withdrawals, they want to penalize you for any amount you take out.

There Consultants are not real consultants, they do not supply you with any helpful advice except for to invest, invest and invest. I just asked this consultant: How do I avoid getting penalized when I'm trying to withdraw? Her answer was *Invest Then*

Avoid this company!!!!

Josema88

1/5

Scam company, stay away from this company, you can not make withdrawals, what they tell you is that you deposit more money to be able to withdraw, which will not happen. There are also scammers on telegram offering this business, one of them is called Mike William, he offers you to enter under his referral link, and then he tells you that he helps you withdraw and that you should deposit more money, more of the same. Don't fall for this type of scam.

amy

5/5

Have been a customer a long time. Branch reps (Sam H.) have been professional and well intentioned. Best advice is to read info available online for options, terms, and what is best for you.

marina T.

1/5

Came to deposit Roth IRA check in person, got it back 2 days later, with no explanation . Came for the appointment in person waited 15 minutes adviser did not show up. ( unacceptable)

Druman S.

5/5

Provides perfect opportunity for earning. Although had few issues at first but with guide provided by Live Support, I was able to understand the workings of the platform.
As a trading company, I was made to understand that payments are made on successful trades. They have perfect trade setup to mitigate risk and was made to understand that the risk:reward ratio is always at 1:10.
I still reserve my fears but so far so good. Best for now!

Maj

1/5

Walked in to get some information. Was greeted and then told I can find everything online, rather than being helped in person. The lady seem to not understand that I was there to be advised not to be told to “read up online”