Fidelity Investments

We are thrilled to be with Fidelity at Thousand Oaks. Our first visit. We needed some last minute work done. It was a Friday afternoon. Late. A young man named Freddie met us at the door. He was amazing. Got things done fast. Also gave us refreshments. Our advisor Paul Peters was awesome too. But Paul has moved on (a company under the Fidelity umbrella). His team of Andrew Coones and Peyton Wallin (Utah) are equally amazing… They do a nice job of following up and educating. We are grateful to have them in our lives🙏. We now have a new advisor named Kevin Cvitanov. We can’t wait to start working with Kevin👏👏👏 Keep up the good work!

Long wait to fill out forms… even though we called ahead to say we were coming in to fill out the forms. No one can seem to find the forms…so far I am not impressed with the efficiency of this office.

Team worked hard to get our accounts set up, was rough start, mostly learning curve on my behalf. Brandon is excellent to work with! Great follow up, phone and office (in person) assistance. Website is much more expansive for research. Superb resource. App is super convenient and usable. Fidelity appears to be able to understand needs and information presentation across generations and provide overlapping portals for any customer needs.

This investment place isn’t my favorite. It’s been hit or miss and when it comes to investing my money I need something more solid and reliable.

Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.

Took my $31k for 2 $15k acts. Had no problem with a p.o.box when they took money. Then frozen my money after they already cashed check 10 days ago. Questionable if tomorrow's going to be a day of hiring an atty or getting the 8k I need for roof replacement out of my $31k. Will post again, and every day I can't access my account.

It's always a great, friendly, and helpful place. They're far better than banks for savings accounts also.

I recently rolled over my Northrop Grumman 401K to an IRA, I chose my own allocation mix though was urged very strongly by Fidelity that they should manage my accounts. I've learned on my own that fees cost you much. I alsos went through process of utilizing NUA (Net Unrealized Appreciation) with my Northrop Grumman stock. I'm glad that Fidelity suggested this, it really does save you on taxes when you sell your stocks, but be warned Northrop Grumman sends your stocks to Computershare and your stocks sit there until you take action yourself. Unfortunately Fidelity didn't tell me that, and it felt like all my Northrop Grumman stocks dissapeared! I kept calling Fidelity and Computershare after they sent a statement and only because I personally took personal responsibility to find my lost treasure did I find a way from by asking Fidelity for the exact number of the Fidelity group that could tell me how I could help them do what they should have done. I had to wait on hold for a long time, but was able to transfer from account to the Fidelity account we created for the NUA purpose that for nearly a month was showing a zero balance waiting for my Northrop Grumman stocks to show up! This is the reason for 2 stars. I was told a good game but this left a very bad taste. Hopefully after I sign the paperwork to transfer and drop it off in this Westlake office, and I see my funds where they should be, will I turn the page and maybe update this review in the future. The process frankly sucked!