Fidelity Investment

It takes so long to get an appointment and no walk-​ins. I also had them tell me one thing and then later found out they wrote in their notes many things we never discussed. Their customer service needs an adjustment because not everyone understands investing like they do.

Walked into the Fidelity Investments branch last Monday. Had been a customer many years but had not ever walked into this branch. Greeted by a friendly and extremely helpful person. Having had two frustrating experiences with another financial insitution that day, what a world of difference to walk into Fidelity: Friendly, competent, efficient. The person at the desk got my problem solved in about 3 minutes with no fuss whatsoever. Thank you for your help and thank you Fidelity for having this branch. Awesome experience — worth writing about. Don’t usually have the inclination to say something nice about a financial institution experience. Great hires at 1900 K.