Fidelity Investments - Novi (MI)

5 /5 Becca Flores: So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

1 /5 Al Przydzial: My visit was a waste of time. The Fidelity rep was 13 minutes late for an appointment they offered. I needed help with my RMD. My rep stuck to a script like I was 18 planning for my future. I will be 72 in a few months. She would not get off the programmed script in the computer. "What are your long term goals", she asked. "Getting up tomorrow", was my truthful answer. I walked out getting NO help. Like other reviewers here, I called the 800 number and got excellent help. Do not go here unless you want free water or pop.

5 /5 Gregory Damien Mech: Excellent customer service in a very pleasant waiting room.

5 /5 Kyle Kryka: My meeting with Katharine was awesome. She was professional, knowledgeable, friendly. She was easy to talk to about my goals. 5/5. Thank you!

1 /5 Anthony Pope: I had an in office appointment. Guy was super nice but I dont think he was very knowledgeable I came back home and had to call the 800 number to speak to somebody else and got more information out of them over the phone then I did in person. The in-person meeting was pretty basic going over my portfolio. Wasnt 100% satisfied almost felt like a waste of time. I was wanting someone to go more in depth on my options in my 401k but I was push to something pretty basic target fun date. When I was looking for someone to explain me a little bit more of my options in my 401k.