Fidelity Investments

Located in Houston, Texas

Address: 5905 Legacy Dr Suite A100, Plano, TX 75024, United States

Phone: +1 800-544-8645

Rating: 3.1

Review 1 (2024-09-30 - Rating: 5)
For the past ten years, my family and I have been using this Fidelity location. The staff is attentive, personable and thorough. A particular thank you to Ryder, Josh, and Troy for going above and beyond to ensure that we had all of our questions answered and our financial needs met.

Review 2 (2024-04-13 - Rating: 5)
This is my new review- customer service has much improved. They deposited my check promptly and the lady at the front was very knowledgeable and answered an IRA question along the way without a formal appointment. Hope they will keep up the good service!Review from a few years ago:As a couple others have mentioned, they have very poor customer service. Not sure why they employ 5 people there when they just tell u to put the check in the deposit box. Your customers come in to deposit a check and expect it done immediately and be handed a receipt. The way the customer service is there, don’t need the branch altogether and just do virtual meetings for financial planning.

Review 3 (2023-03-31 - Rating: 5)
Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.

Review 4 (2022-07-01 - Rating: 5)
We have been using Fidelity products for many years. In the last several years, we have begun to take advantage of a yearly meeting with an investment advisor to review our readiness to retire. Over the course of time we have had two different advisors and feel we have been treated very fairly, professionally, and with a focus on what is in our best interest to meet our stated retirement goals. We currently are working with Andrew who has gone above and beyond to assist us not only with our specific retirement objectives but has taken the time to address concerns we had with a contemplated housing purchase. He took the time to listen to our plan, ask questions, and render an opinion on where that may put us (obviously subject to market conditions). That guidance help to give us a sanity check as we moved forward and FOUR months later when we had another question, and presented it via email to Andrew, he again took a look at the updates we made to the planning guide and again gave us his assessment. Again this proved extremely helpful and it is greatly appreciated!

Review 5 (2023-03-12 - Rating: 5)
New client, late getting there and clueless as to what they actually did and did not do (i.e. they are not a bank 🤦‍♀️) .. I was able to get a rep on the phone that actually was able to reach the guys there at the Legacy branch I was headed to, they waited for me to get there, they were polite, all smiles and informative. Now I know. 🙂 Definitely recommend Fidelity.

Review 6 (2022-08-18 - Rating: 5)
We are extremely thankful to Mason and the team at this location. He saved us so much trouble after I had issues rolling over my check. After getting nowhere for 6 months, Mason managed to fix our problem in roughly 20 minutes. Thanks Mason and team!

Review 7 (2024-02-02 - Rating: 5)
I used their services twice in January. Both were pleasant and efficient. Josh was very professional and helpful. Will use this location again.

Review 8 (2017-08-14 - Rating: 5)
I have NEVER had anything short of a great experience with Fidelity. I recently made an appointment to discuss my retirement strategy with Scott Henry at this location. Mr. Henry knew the tool like the back of his hand. He spent 2 hours with me listening, offering advice and making corrections to the Fidelitys Retirement Calculator data that I was foggy on. I left with TOTAL confidence about my retirement plan.. THANKS Scott!

Review 9 (2017-06-26 - Rating: 5)
The new setup, lacking the service desk methodology of the old office on Park, takes some getting used to. But after a few visits with some fairly complex estate issues I like it. The setting is private now, not out in a public space. And the service is more personal as a result. I suspect the carping in other reviews is just people who hate change even if its for the better.

Review 10 (2022-05-12 - Rating: 4)
While Covid is still a thing. The people in the foyer were very nice . They even fetched a cup of coffee for us while we waited for our appointment.

Review 11 (2018-04-05 - Rating: 5)
Personable, efficient customer service. There was even a bowl of fresh fruit out in the waiting area. Very nice place and people.

Review 12 (2017-05-14 - Rating: 4)
Excellent customer service with our Premier account manager, but dont care for the new location or office.

Review 13 (2019-07-10 - Rating: 5)
Fidelity’s new location is excellent and the staff are very knowledgeable and provide the services needed to their clients.