Fidelity Investments

Category: Investment service

Address: 396 NJ-17, Paramus, NJ 07652, USA

Phone: +18007220438

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

Stacey S

Sep 1, 2022

Ok. Used to be more people and more I teractive lobby

John Makhoul

Aug 23, 2022

Client centric, and full suite of planning services. Highly recommend!

Chad Fabrikant

Aug 17, 2022

Worst customer service experience. Waiting 3 months to connect with an advisor.

Cc W

Jan 13, 2022

Called earlier this week and asked for a Signature Guarantee/medallion service as part of opening a Treasury Direct account, the receptionist said sure they can do it by the branch manager. Walked in today first thing in the morning, and the advisor said he had to check with their compliance and then told me that they couldn't do it unless the paper work involves Fidelity. I explained that this is for opening an US Treasury online account to invest in Savings bonds and Treasury bills, which I will fund the account from my Fidelity account and US Treasury is instructing me to go to my financial institution for this guarantee/stamp. The person was very impatient, didn't ask for our Fidelity accounts, and didn't even bother to listen, and rushed us out, this is few minutes after 8:30am when they just opened the branch. I am really baffled at the basic service and lack of professionalism by these so called "Financial Advisors", and I understand that Fidelity is a discount (aka "Cheap") brokerage, but consider the amount of money we have with this brokerage, it really makes me question their value and ethics. We later went to the TD bank branch in town since we had an old checking account with only a couple hundred dollars from 10 years ago, and got the guarantee/stamp for free, the banker was patient and keen in explaining the process when they only had to do this type of service for opening Treasury Direct accounts. Maybe the large financial institutions (i.e. Fidelity, AUM $4.2T) are part of the biggest problems in today's world, they suck all the hard working money from normal people, and forgot to treat them as proper customers, and use the exorbitance amount of money they en-massed as leverage to advance their own fortune (that includes telling their own customers to go away)

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Questions & Answers

Is this a bank or stock market investement broker / adviser? Cause that's what am looking for?

ameen jeb | Oct 14, 2019
Stacey S | Sep 13, 2022

Yes

Can I go to this branch and cash a check I received from my 403?

Sandy Rivera | Sep 13, 2022
Stacey S | Sep 13, 2022

Yes

Can Freeze or lock my account so there is no trading activity till "further notice"

Wilfredo Figueroa | Aug 14, 2022
Becky Alday | Aug 14, 2022

You need to call Fidelity

Can I drop off a RMD form at the self service box at the Paramus office?

Philip Gartenberg | Oct 13, 2021
Philip Gartenberg | Oct 13, 2021

Can I drop off a RMD form at the self service box at the Paramus Office

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