Fidelity Investments

Fidelity Investments have done me right for over 15 years. Although, unlike the commercials, they don't invite me to baseball games or anything. But they have made my portfolio grow.
Gustavo Sanchez at the Larkspur office is very helpful, knowledgeable, and patient. Plus, when I go to the office in person, there is complimentary fruit, and you can even have a cappuccino!
I am grateful to Fidelity for helping me.

Best service. Friendly, informative, knowledgeable. I was with TD Ameritrade and our company was bought by Schwab. The service was horrible. I made the decision today to move to Fidelity. I am so glad I did.

Truly the most inept customer service pre-covid and covid period.

Not sure how they're still in business. Every interaction was tedious and required multiple phone wait times of 30+ minutes.

Finally closed 2 brokerage accounts and transferred out my 401k today! Great feeling to be done with them.

Any positive experience would be in their office dealing with apologetic staff.

I noticed all the 5 star reviews are few years OLD!

It was last minute...,however opened a Roth IRA
for my daughter...simple transaction-deposit my check into existing account we opened on line.
DID NOT DEPOSIT CHECK ON JULY 15, because they said they couldn't find Acct. number
(I checked and it exists!) I wrote it on check and had a note attached to check for
"no contact service" :(

WHAT A DISAPPOINTMENT!!!
Covid cancelled her job.
Probably won't make any this year.(college)
I do hear good things about FIDELITY
Just NOT THIS LARKSPUR LANDING BRANCH!!

This branch of Fidelity does not answer phone calls. Before Covid I could simply drop by because the location was so convenient, but as they no longer have anyone at the office to personally speak to I am limited to telephone calls. About 90% of the time I cannot reach anyone at this branch and I wait and wait. Invariably after about 30-60 minutes it sends me to a general voice mail. I can reach people nationally (called their central service group) with only waiting about 15 minutes. Result - poor customer service and as I control funds for other entities I have now chosen to open accounts at an other institution.

I have been trying now for weeks to get a new debit card. I have now called 8 times, been online 10 times and still they have been unable to handle this request. I have a better chance of landing on Saturn than dealing with this awful awful company. You may ask why I am still with them. Great question I will have to ponder.

Ok this is crazy - I'm trying to reach the Larkspur Fidelity office. I've called the 800 number, they gave me a 800 number and ext.
You know that didn't work. The number on this site doesn't work.
Really - they have my money and I have no way to reach them.
This is crazy and way too much work. I'm a customer!

I received a bequest from a friend, and was told by the executor of his estate that all paperwork had been completed; I need only present my ID, my friend's name and account number to open an account of my own and have the funds transferred.
The gentleman in this office said he was unable to help me, because more information was needed, like the type of account my friend had with them. I asked if he could find out using the account number, but he said he was unable to do that, and offered no solution, other than contacting the grieving family.
I called the regional office of Fidelity instead. I was told that the information from the executor was correct and that I should try again. The person on the phone said if I encountered a problem, to contact their Inheritance Service Group. So, they actually have an entire department that helps with such situations, which the person in Larkspur either didn't know, or didn't care to tell me.
Thankfully, I've just moved to a different county, so will not have to return to this location.

There's a reason that Fidelity gets an overall 5-star score - not just on Yelp from me - but also in the 2/11 issue of Kiplinger's Personal Finance mag. You can believe Kiplinger's or you can believe me; either way, you'ld be doing yourself a disservice to disregard both of us. Here's why:

1. This branch employs really bright, well-schooled in the art of personal finance, employees. Brian is the exemplar for dazzlingly well-informed, financially savvy people with whom you might get to interact. He can speak to you at whatever level you require and - clean your ears out first - he knows a ton, so listen up and listen hard. He's there to help you and you know you probably need that help.

2. This branch is spic-and-span which shows an attention to detail that I want in people who are watching over my money. When I go into Bank of America, and see the sorry 70's decor, shuttered teller windows, and alarmingly junior front-line employees they put out there to service me, I want to pull my money and run. Not Fidelity: This branch has never been anything other than neat as a pin, clean, and organized. Even the cool way you can make yourself a fresh cup of coffee with the push of some buttons is impressive.

The responsible, mature approach to putting on a pretty face pays off. I feel confident in placing my money here, confident in the advice I get, confident that someone cares and someone is minding the store.

3. This branch hosts all sorts of free seminars to help you better understand money and that dreamy retired state you hope to one day attain. Make a night of it. If they convince you to max out your IRA contributions (and they probably will convince you to do so) you'll be thanking them later, when you find that extra half-million sitting in your account at age 55.

4. Fidelity - not just this branch - also has a stunningly robust web-site. The amount of detail you can get from it vastly exceeds my understanding, but if you have an interest or want to gain a good understanding about your portfolio, your target portfolio, or anything financial, their tools are #1. And they're available no matter what branch you use.

Super smart people, super smart advice, super good attention to detail. If I could buy stock in this branch alone, I'd do so. Alas, Fidelity is privately held, so I've taken the next best alternative.

I do miss the days when they'd lay out freshly baked Otis Spunkmeyer cookies beside a bowl of fresh fruit, but I understand, these last few years have been tough. Cookies and fruit made me happy, but Fidelity means money in the bank and that too brings a smile to my face.

Fidelity in general does a really good job with customer service. I wish more companies were like them. Whenever I deal on the phone with them they are polite, helpful and intelligent. Now for the Larkspur office.

I just got back from meeting with Brian my financial adviser and the time spent with him was very productive. He gives excellent advice and is very thorough. He really loves what he does and wants his clients to succeed. My only hesitation about writing this review is that I don't want him to be so popular that he becomes inaccessible.

As far as the other reviewers who missed the cookies at the Larkspur office, I ask them to think of it this way. With the money that Fidelity helps you to save, you can buy many more cookies than you could ever eat in the Fidelity lobby.