Fidelity Investments

Fidelity Investments

Fidelity Investments offers a range of financial services, including retirement planning, wealth management, and online trading. Located in Altamonte Springs, FL, the company is dedicated to helping clients manage and grow their wealth efficiently with expert advice and tools.

175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701, États-Unis
Conseil en investissement
» Photos
» Services
» Location
» Service Hours
» Overview
» Highlights
» Payment Methods
» Social Media
» Experiences

» Fidelity Investments Business Numbers & Email Addresses:

✎ We have found 0 Email Address & 1 Phone Number to Contact with Fidelity Investments.

Email Addresses
Phone Numbers
+18005445586

» Photos of Fidelity Investments:

Fidelity Investments
Fidelity Investments

» Services Fidelity Investments Offer:

Fidelity Investments provides comprehensive financial services to meet various needs:

Retirement planning and IRAs
Wealth management services
Online brokerage and trading
Cash management and bill pay
Mutual funds and ETFs
Robo investing with guidance
Tax forms and retirement distributions
Financial planning for life events

» Location & Direction:

Fidelity Investments is located at 175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701. For directions, visit Fidelity.com and access the 'Contact Us' section for map navigation.

175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701, États-Unis

» Service Hours:

✎ Below is the table of service hours for Fidelity Investments to help you plan.

mardi: 08:30–17:00
mercredi: 08:30–17:00
jeudi: 08:30–17:00
vendredi: 08:30–17:00
samedi: Fermé
dimanche: Fermé
lundi: 08:30–17:00

» Fidelity Investments Overview:

Fidelity Investments is a leading financial services provider, offering comprehensive solutions for wealth management, retirement planning, and brokerage services. Our expert team partners with clients to build customized plans designed to meet their financial goals. With a focus on affordability and access, we provide resources and assistance for individuals looking to enhance their financial well-being.

» Send Latters & Parcels to Fidelity Investments:

To send letters or parcels to Fidelity Investments, please address them to the company's physical location at 175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701. Ensure the package is securely sealed and includes any necessary return addresses for correspondence.

» Business Highlights:

👉 No fees or minimums for opening brokerage accounts

👉 Rated best online broker for beginning investors 2024

👉 Comprehensive financial planning and advice

» Accepted Payment Methods:

Visa

MasterCard

American Express

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» Fidelity Investments’s Social Medias:

👉 Twitter

👉 YouTube

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» Customer Experiences:

Customers have shared mixed experiences with Fidelity Investments, highlighting the comprehensive range of services but also noting areas for improvement in the platform's user interface. We encourage clients to share their own experiences to help us improve and continue offering valuable services.

6 Reviews
Rating: 2.90/5
C
Crystal Gross
3

The online representatives are horrible. I have been dealing with them to handle my aunt's affairs for years. Every time I call they treat me like I am a random person not the POA on her account. If you love your family that has to take care of you while you are here or gone sell and put the funds somewhere else because they will NOT be helpful for your loved ones!!!!

E
Elizabeth Whitby
3

The client service is horrible at this location. The team lacks training and there is absolutely no accountability when they make errors. Avoid Fidelity and find a competent brokerage firm.

R
Ron Goss
2

I've been a Fidelity customer for 47 years and I've had good and well trained advisors for almost all of that time, but recently (within the last three years) the experience with my assigned Wealth Management advisor at the Altamonte Springs office has been very unsatisfactory. I've tried to reach out to upper management at the branch but they are unresponsive and don't seem to care. I'd stay FAR AWAY from this branch of Fidelity until they make some changes. Don't use this branch. They have lost it.

» FAQs about Fidelity Investments:

✎ Find answers to common questions on the FAQ page of Fidelity Investments.

What services does Fidelity Investments offer?

Fidelity Investments offers retirement plans, wealth management, brokerage services, and financial planning.

Where is Fidelity Investments located?

Fidelity Investments is located at 175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701, USA.

How can I open an account with Fidelity?

You can open an account online through Fidelity's website by following the 'Open an Account' instructions.

What are the accepted payment methods for Fidelity services?

Fidelity accepts Visa, MasterCard, American Express, and Discover.

What is the best way to contact Fidelity Investments customer service?

The best way to contact Fidelity Investments customer service is through their website chat, phone, or by visiting a local branch.

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