First Fidelity Financial Group - Atlanta (GA)

1 /5 Arianna Butler: I chose to start a Roth IRA with Fidelity Investment group because they offered an match incentive after making my first deposit into my account, they have in person locations available to build a relationship with a broker, and because I thought it would be an overall good back to maintain my Roth IRA with. Shortly after opening the account I booked an appointment with a broker to begin making the investments best for me and having my 401k’s transferred into the account. I booked this appointment a month in advance and today, two days before the appointment a broker named Tasia called me and told me that brokers at fidelity only made themselves available to people with over a quarter of a million dollars in their Fidelity account and that the only help I would be given was via phone. I will be changing the bank I keep my Roth IRA in as that was the most ridiculous thing I had ever heard. I highly suggest people choose another bank to open their investment and retirement accounts with.