Fidelity Investments - Santa Monica (CA)

5 /5 Jennifer Errande: The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

5 /5 Scott O: Performed an international wire transfer quickly and flawlessly with excellent knowledge and service. Wouldn’t hesitate to use their services again.

1 /5 SR Rawal: Worst worst customer service by a financial institution. I wanted to transfer my 401K to fidelity. I wanted my papers notarized. I had to visit three times. At the end they refused to notarize my documents saying, even though you have account with Fidelity and also even if you are transferring to Fidelity and also even though you are showing to submit these papers to us we can’t notarize ‘non Fidelity’ documents. I lost my one and half day vacation time to take refusal. It is their loss as they lost my three accounts and my company account. I will not recommend Fidelity to any one as they are not even loyal to their own customers.

1 /5 Brooke Wharton: The worst Fidelity Office to which I have ever been. Some of the most offensive and rude individuals ever. Fidelity definitely has a problem finding qualified individuals to staff its offices, but when you starting staffing with rude, nasty, and incompetent individuals ... well, thats a new low ...even for Fidelity.

5 /5 JoAnn Ramirez: The Santa Monica office has excellent financial advisors who really research what works best for their clients. Elisabeth Maiden is very professional, knowledgeable, and wants the best for us. Everyone in the office are courteous, professional, and knowledgeable. I highly recommend this Fidelity office for retirement and investment advice.