Fidelity Investments

Category: Investment service

Address: 815 E Birch St, Brea, CA 92821, USA

Phone: +18005267251

Opening hours

Sunday: Closed

Monday: 8:30AM–5PM

Tuesday: 8:30AM–5PM

Wednesday: 8:30AM–5PM

Thursday: 8:30AM–5PM

Friday: 8:30AM–5PM

Saturday: Closed

Reviews

Valerie Mittel

May 19, 2022

This was an initial consultation and the agent was extremely helpful patient thorough professional and courteous in going over my finances for over an hour No charge Any services to be used will be a fee I felt so much better and was more than satisfied with the advice and the financial status for RETIREMENT.

saad gee

Nov 12, 2021

I don’t call. I do whatever I need on my cell phone or PC and it goes very well. That’s why I am surprised to hear comments about waiting long time on the phone or badly treated by some young employees. Perfect money management by professionals.

Dennis A

Mar 10, 2021

If I must wait hours for someone to answer the phone how about changing the music every half hour or so. Listening to the same music (?) over and over again is on the same level as Chinese water torture. I really can't give an accurate star rating since I never get to talk to anybody.

Mark Anthony Dominguez

Mar 11, 2019

I completely agree with the other reviewer who said that the younger employees are arrogant. The employee who works at the front counter, very young, practically rolled his eyes at me multiple times, he then proceeded to not upload very important documents for me, which he promised he would. I believe some training classes in Customer Service could be very beneficial.

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Questions & Answers

Is the drop box open on the weekends?

theonlywinner | Aug 19, 2021
akin mohammed | Aug 19, 2021

Am not sure. But I see no reason why it will not be open

what is your office hours? close at 5pm everyday?

Jaw-Huei Chen | Aug 20, 2018
hsiu Chen | Aug 19, 2020

Open Saturday?

Is it possible to directly call your branch in Brea (714#?)

Dean Schroeter | Aug 20, 2018
Raju Patel | Aug 20, 2019

1) I need to transfer retirement fund from my work plan into my IRA account with fidelity. Can I have the transfer form filled in your office if I just walk in your office in Brea? 2) Can I reset my user ID and password (Forgot both)when I walk in Brea office?

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