Fidelity Investments - Philadelphia (PA)

5 /5 David Ziccardi: This is not a bank, folks. So don’t expect cash transactions. Sheesh. I visit this office at least once a month to deposit money using CHECKS. Transactions are always handled quickly and accurately. I have several accounts. My advisor at this particular office has always taken the time to explain various options to me and complete purchases quickly. If you are upset about losing money, perhaps you should consider lower risk investments.

5 /5 Mark A: The team at Fidelity have been so helpful un setting up my IRA. They are responsive, professional, and friendly. I was able to walk in to the Philadelphia office, complete the tasks that were needed, and be back out the door in about 15 minutes.

1 /5 retiredteachertravels: Run Far, Run Fast. Liars &Thieves! Transferred money in, Fidelity will not release the funds for transfer between Fidelity accounts nor allow withdraw until over 3 WEEKS passes. "extended hold time to protect the investor" is their answer. Would like to give a negative score if I could. Closing all fidelity accounts. I now recommend Charles Schwab to everyone I know.

5 /5 Hauck-Mah Barb (barbhmphilly): We have been very pleased with the quality and professionalism of our Fidelity investment advisor at this office. We appreciate their flexibility in meeting with us both online, by phone or in-person as needed. They have consistently kept us in the loop with quarterly check-ins, and have provided advice to meet our needs. We have never felt any sales pressure. Their integrity and professionalism are impressive. Their renovated Market Street office is tech-forward and gorgeous.

1 /5 Reimers Frederick (ReimersTrmp): Called to see if they could handle signing a simple transfer form. After fighting through the auto answering system to talk to a human .I was told yes. Took the train into the city and was told they would be happy to overnight it to the home office for me. Useless sales office. All they can do is access their website.