Fidelity Investments

Photo of Fidelity Investments

Located in Houston, Texas

Address: 12532 Memorial Dr, Houston, TX 77024, United States

Phone: +1 800-572-7011

Rating: 4.3

Services

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Appointment required

Categories

  • Investment service
  • Financial planner

Photos

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Comments

  • Review 1 (2022-10-24 - Rating: 5)

    The folks are stellar at fidelity so grateful !!! Thanks a bunch !! Mr Christian helped to direct me to Chris who helped set up my business act at fidelity !! That was truly interesting I had only used fidelity for my personnel investing for the past 25 years I look forward to a long business relationship with them as well . I was looking for a way to get a return on the money my business holds Christian is very welcoming and offered me coffee and cookies while I waited !! Fidelity has a wonderful location I highly recommend them

  • Review 2 (2022-10-28 - Rating: 5)

    This is the best investment firm. The location is so convenient and accessible. The advisors are very welcoming and friendly. Of all the investment firms I’ve worked with in my years, I like Fidelity the best.

  • Review 3 (2024-07-29 - Rating: 5)

    We were very nervous coming here because we didn’t known where to start from but María Hurtado financial representative. I want to thank her for helping us and making our process very smooth. She was very empathetic, kind and was quick on helping us understand on things we didn’t know. I highly recommend the staff here, they’re very nice.

  • Review 4 (2024-08-27 - Rating: 5)

    We already knew what we wanted. Reagan was very helpful to provide all the details and best options. The agents at this branch were friendly and, even as a walk in, we did not have to wait long.

  • Review 5 (2023-03-15 - Rating: 5)

    After no success at the Cinco Ranch location in Katy, I decided to make another appointment at the Lantern Lane office. And I’m glad I did because Tom Kelley was able to explain all my investment questions so we could get started today! Pro tip- make an appointment with an advisor ( I recommend Tom Kelley).

  • Review 6 (2020-11-27 - Rating: 5)

    Ive been with them for 2 decades and theyre ALWAYS professional and knowledgeable. I never feel hurried and my questions are always resolved. Would highly recommend over other places. Ive been with 2 others, Fidelity is the best!

  • Review 7 (2017-01-07 - Rating: 5)

    Been investing with fidelity over 30 years. Great service very courteous professional people. The best bill pay system anywhere. And they dont charge for postage or over charge you for trades like some brokerage firms.

  • Review 8 (2023-10-23 - Rating: 5)

    I really enjoy working with the investment advisors and other client relations people here.

  • Review 9 (2014-08-04 - Rating: 5)

    Nice knowledgeable people at the desk and good location. Brunette is hot.

  • Review 10 (2022-09-15 - Rating: 5)

    Great experience, accommodatingstaff.

  • Review 11 (2016-09-27 - Rating: 5)

    Nice place. Courteous service. Fast.

  • Review 12 (2022-07-21 - Rating: 5)

    They be where helpful and very friendly

  • Review 13 (2018-05-29 - Rating: 5)

    .. intended for Westheimer branch

  • Review 14 (2017-09-05 - Rating: 5)

    Very efficient