Fidelity Investment Center

Been a fidelity customer for about 10 years… I always hate coming into this branch. The people who work the front always has a don’t bother me attitude and srems to always lack knowledge about investments. I go in once or twice a year to make deposits/​contributions and always dread it. I should seriously move my $ to a more friendly and knowledgavke company

The young guy running the front desk is a huge derp.
I’ve never spoken with someone who was so dense in my life. Not sure I want to trust my money to Fidelity when they can’t even hire a competent person to work reception.

I wanted to go on record that one of Fidelity’s representatives who specializes in their 403b program for educators was both informative and extremely professional in helping us with information about our 403B. Her name is Cassi Kremer and she met with us at San Diego State University and she was not only able to answer all of the questions that my wife and I had for her but also steer us to additional guidance with our non-​403B investments. She was patient and clear about all of our inquiries and was a pleasure to work with. Our only disappointment was not with her but Fidelity’s lack of availability of counselors like Ms. Kremer since the few scheduled counseling appointments regarding the Fidelity 403B program were far away from my work and residence in North Orange County forcing us to drive three hours each way for our appointment.

The best investment place in Orange County. You can count on them and friendly staff.
Newspapers, coffee available. Good job and I will recommend to my friends

The Brea office is always helpful with competent representatives interested in customer service not sales pressure. As a long-​time customer since 1982 Fidelity has been a leading broker and never makes the news for shady deals or corruption. Their website for accounts is one of the best in the business.

Being that there is only 3 Fidelity physical store in Southern Cali. The one in Brea is located at a huge market place by Bevmo and Target.
Walking in, they had a self serve fancy coffee machine in this open and clean office space.
I was helped by a representative Mr. Yu, he literally broke down everything for me from investments to IRA — completely knowledgeable and even try to explain to me at the simplest way for someone that is completely clueless to investments and just number in general.
regardless I hope I will be with Fidelity for a long time.