Fidelity Investments, San Diego CA
Address | 11943 El Camino Real Suite 120, San Diego, CA | ||||||||||
Phone | (800) 987-1344 | ||||||||||
Hours |
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Website | fidelity.com | ||||||||||
Categories | Investment Service, Financial Planner | ||||||||||
Rating | 1 3 reviews | ||||||||||
Nearest branches Fidelity Investments — 111 S Westlake Blvd #1, Thousand Oaks, CA |
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Fidelity Investments reviews
3 Worse services ever. They liquidated my security at a loss without notifying me. Then they claim that I overspent my money on a security order. I was like I didn't ask for an overdraft so if I am overspending money, it should just simply be stopped at the point of purchase.
When talking to the customer, or my god, the supervisor name Laurey was so condescending it was ridiculous. Otherthan keep stating that they are doing everything legal and it is all the customers fault. They show no remorse of causing me money losses.
The sales rep Matt couldn't get my phone number right, couldn't get the documents he was trying to peddle right, knew nothing about the restrictions on using IRA money to fund an annuity, very reluctantly gave me the transaction details prior to trying to get me to sign them which stated that he/Fidelity are not allowed to give me all the tax advice he had given me to sell the product and so far has not removed his photo and name from my on line account as requested.
I had a 60 minute meeting scheduled with a financial consultant who called me and went straight to my voicemail. I called them back right away and tried them a number of times during our scheduled meeting time but they wouldn’t take my call. I also sent an email and never received a follow up. Why schedule a 60 minute meeting if you have no intention of keeping the time open for a customer? I’ll transfer my funds away from this brokerage.