Fidelity Investments - Thousand Oaks, California

Fidelity Investments: Una plataforma de inversiones confiable y accesible

La Dirección: 111 S Westlake Blvd #1, Thousand Oaks, CA 91362, Estados Unidos.

En el corazón de la ciudad de Thousand Oaks, California, se encuentra Fidelity Investments, una plataforma de inversiones líder en servicios financieros. Con una ubicación central y una larga historia de servicio, esta empresa ofrece una amplia gama de herramientas y recursos para ayudar a los inversores a alcanzar sus objetivos financieros.

Especialidades y servicios

Servicio de inversiones: Fidelity ofrece una amplia gama de inversiones, incluyendo acciones, bonos, fondos mutuos y más.
Planificador financiero: Los expertos en Finanzas de Fidelity pueden ayudar a los clientes a crear un plan financiero personalizado para alcanzar sus objetivos.

Características destacadas

Acceso para sillas de ruedas: La empresa ofrece acceso adaptado para personas con discapacidad, garantizando que todos puedan beneficiarse de sus servicios.
Aparcamiento adaptado para sillas de ruedas: Fidelity cuenta con instalaciones adecuadas para personas con discapacidad, lo que facilita la visita a sus sucursales.

Página web y contacto

La página web de Fidelity Investments es una excelente resource para obtener más información y realizar consultas. El teléfono de contacto es 800-381-6154, y la dirección es 111 S Westlake Blvd #1, Thousand Oaks, CA 91362, Estados Unidos.. Puedes visitar su página web en fidelity.com para obtener más información.

Opiniones y calificación

Con una media de opinión de 3.8/5 según Google My Business, Fidelity Investments ha demostrado ser una plataforma confiable y de alta calidad. Los clientes han expresado su satisfacción con el servicio, destacando la facilidad de uso de la plataforma y la atención al cliente. La mayoría de los clientes han mencionado que el equipo de Fidelity es muy amable y dispuesto a ayudar.

Recomendación final

Si estás buscando una plataforma de inversiones confiable y accesible, Fidelity Investments es una excelente opción. Con su amplia gama de herramientas y recursos, expertos en Finanzas y acceso para personas con discapacidad, Fidelity es el lugar ideal para alcanzar tus objetivos financieros. Visita su página web en fidelity.com y contacta con ellos para obtener más información y comenzar a planificar tu futuro financiero.

👍 Opiniones de Fidelity Investments

Martín G.

4/5

Para mí es una plataforma sería confiable y fasil de usar

loren C.

5/5

Team worked hard to get our accounts set up, was rough start, mostly learning curve on my behalf. Brandon is excellent to work with! Great follow up, phone and office (in person) assistance. Website is much more expansive for research. Superb resource. App is super convenient and usable. Fidelity appears to be able to understand needs and information presentation across generations and provide overlapping portals for any customer needs.

r P.

3/5

Long wait to fill out forms… even though we called ahead to say we were coming in to fill out the forms. No one can seem to find the forms…so far I am not impressed with the efficiency of this office.

Rosenberg

5/5

Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.

Ben S.

3/5

This investment place isn’t my favorite. It’s been hit or miss and when it comes to investing my money I need something more solid and reliable.

Lori M.

1/5

Took my $31k for 2 $15k acts. Had no problem with a p.o.box when they took money. Then frozen my money after they already cashed check 10 days ago. Questionable if tomorrow's going to be a day of hiring an atty or getting the 8k I need for roof replacement out of my $31k. Will post again, and every day I can't access my account.

Kelly D.

2/5

I recently rolled over my Northrop Grumman 401K to an IRA, I chose my own allocation mix though was urged very strongly by Fidelity that they should manage my accounts. I've learned on my own that fees cost you much. I alsos went through process of utilizing NUA (Net Unrealized Appreciation) with my Northrop Grumman stock. I'm glad that Fidelity suggested this, it really does save you on taxes when you sell your stocks, but be warned Northrop Grumman sends your stocks to Computershare and your stocks sit there until you take action yourself. Unfortunately Fidelity didn't tell me that, and it felt like all my Northrop Grumman stocks dissapeared! I kept calling Fidelity and Computershare after they sent a statement and only because I personally took personal responsibility to find my lost treasure did I find a way from by asking Fidelity for the exact number of the Fidelity group that could tell me how I could help them do what they should have done. I had to wait on hold for a long time, but was able to transfer from account to the Fidelity account we created for the NUA purpose that for nearly a month was showing a zero balance waiting for my Northrop Grumman stocks to show up! This is the reason for 2 stars. I was told a good game but this left a very bad taste. Hopefully after I sign the paperwork to transfer and drop it off in this Westlake office, and I see my funds where they should be, will I turn the page and maybe update this review in the future. The process frankly sucked!

Marilyn R.

1/5

More than lengthy wait for a person to answer the phone who then was not able to help me and was going to transfer me to someone else. At 86 years of age, I decided I was not going to live long enough to handle another wait. Thank goodness I have another bank.