Fidelity Investments

Category: Investment service

Address: 201 N Cattlemen Rd, Sarasota, FL 34243, USA

Phone: +18002378826

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

C H

May 19, 2022

Horrible customer service. 1 hour on hold to make appointment. Waited 15 minutes after appointment to be told, they would not give service due to me having Bronchitis. The kids that work here are arrogant and rude. The dress code does not make the person.

Joni Nevitt

Apr 9, 2022

The team at this location is phenomenal. I feel fully confident in their guidance, and am very well taken care of. I can't say enough good things. Highly recommend!

Mike Zurbrigen

Dec 27, 2021

Unfortunately, Fidelity has forgotten about the most important thing....people.....it starts by answering your phones and adding customer friendly automated call backs....too bad maybe they are better at Schwab....

john douglas

Jan 10, 2021

Josh P. was fantastic to work with, he responded quickly to all of our questions and made time to talk on the phone with us often. We qualified for an FHA loan through them when other lenders weren't willing to put in the effort, admittedly it was tight lol. I highly recommend choosing this lender, Josh worked hard for us and got us into our dream home.

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Questions & Answers

Is there a fidelity office on longboat key Fl

Sandy Wolf | Aug 27, 2018
Gene S | Aug 27, 2018

Did you check their website?

Can I change my Fidelity Trust account name and successor trustee due to death of spouse/

Roger Woodrow | Jul 27, 2022
Ed Barth | Jul 27, 2022

You can switch it but they give you a phone number to call. They don't do it at this office.

How do i transfer cash from my IRA to an IRA at another institution.

R Barry Borden | Aug 27, 2019
Charles Bodnar | Aug 27, 2019

Contact the institution you want it at and they fill out all the paperwork. They send for the account to be sent to them in total. You will have to sign the paperwork and open an account with them.

Why did you suspend trading in Bitcoin Investment Trust (gbtc)?

BigMike 11 | Aug 27, 2018
Gene S | Aug 27, 2018

Confidential

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