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Fidelity Investments

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Financial Services, Financial Planners, Financial Planning Consultants

201 N Cattlemen Rd, Sarasota, FL 34243

941-954-2129

OPEN NOW: 
Today: 8:30 am - 5:00 pm

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First-classBetter than mostAbout what I expectedNot the worst...Disappointing
anonymous

10/23/14

Poor customer service - waited 10 minutes for someone to wait on us. Wanted to deposit check made out to me and another person. Clerk said couldn't deposit since it was made out to two people and account was only in my name. Other payee had signed check. She finally went to her mgr. to check, came back several minutes later. Said Mgr. wants to know where check is from - What? Told her sold some shares of stock. Without another word deposited check and gave me receipt. When office was downtown Sarasota always had someone at front desk to greet you - at least say good morning or good afternoon. Very disappointed in Fidelity

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DETAILS
General Info
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Categories
Financial Services, Financial Planners, Financial Planning Consultants, Investment Securities, Investments, Mutual Funds
Services/Products
Annuities College planning Estate planning Investment guidance Life insurance Retirement planning Wealth planning
Payment Options
Neighborhood
Sarasota Interstate Park of Commerce
Other Information

Parking: Lot

Wheelchair Accessible: Yes

Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.