Fidelity Investments

Photo of Fidelity Investments

Located in Houston, Texas

Address: 139 N Loop 1604 E Suite 103, San Antonio, TX 78232, United States

Phone: +1 800-272-7569

Rating: 3

Services

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance

Categories

  • Investment service
  • Financial planner

Photos

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Comments

  • Review 1 (2024-12-03 - Rating: 5)

    Use fidelity for my direct deposit. They have a better return the many high yield savings accounts. Ive deposited checks and theyre helpful over the phone. ATM withdrawals are reimbursed, never have had an issue-Wyatt S

  • Review 2 (2025-02-22 - Rating: 5)

    They are very helpful and figuring out planning your future retirement and investments. Customer service is amazing.

  • Review 3 (2020-03-03 - Rating: 5)

    I dont know about those other peoples experiences. I came in to deposit a 401 K rollover. Was in & out in 3 minutes. The man up front answered my questions and was definitely willing to help.No issues for me, I was very pleased.

  • Review 4 (2024-05-02 - Rating: 5)

    So impressed by Kendall and her outstanding service. She listened to me explain my complicated situation and took the time to internalize my frustrations with Retirement Clearinghouse hijacking my retirement account. She worked with a manager and myself to help me rollover my 401k into my Fidelity IRA and I couldnt be more relieved.Thank, you Kendall! For helping me.

  • Review 5 (2024-07-15 - Rating: 5)

    I thought I’d share my experience… great service, attentive, forthcoming, friendly, knowledgeable. I’m very pleased with the way Fidelity has supported me and my investments.

  • Review 6 (2022-10-18 - Rating: 5)

    Its absolutely bonkers that this the only Fidelity Investments branch in San Antonio. Other cities I lived at had at least 2. I came in with a Rollover and was able to get everything done in a few minutes. Very clean facility and very friendly staff. Just wished it wast such a long distance to get too. Come in the middle of the day, no line and no wait.

  • Review 7 (2017-10-12 - Rating: 5)

    It was such a pleasant experience. I was really pleased as to how helpful they are.

  • Review 8 (2022-09-24 - Rating: 5)

    Im learning each day more and more.Only Im checking for details. Thank you.

  • Review 9 (2018-11-10 - Rating: 5)

    I Always have good customer experiences at fidelity.

  • Review 10 (2017-07-13 - Rating: 5)

    Wonderful service and company!

  • Review 11 (2023-11-07 - Rating: 5)

    Best in class!

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