By Michael Levine on March 28, 2026 Verified by Google

As I reported last year, "Under Wonderful New Management, I have been impressed with their professionalism, knowledge, and courtesy. This is far different from the constant turnover of personnel and poor service at their Portland office before it closed. As a patron for the past 17 years, I can attest to this marked improvement. This is the best Fidelity office experience that I have ever had; they are very courteous and extremely helpful at this new Cedar Hills Fidelity Office."

Now I can add that I have been impressed with the
thoughtful service I have received from Joseph
Jansen, a Vice President and my Advisor,
who listens carefully to clients, is brilliant,
and a true treasure in this office.

Dr. Michael Levine (Ph.D. in Cultural History)

By Derick Watson on February 25, 2026 Verified by Google

Stopped by since I was in the area and needed to combine a couple of accounts, both held by Fidelity. I’ve never worked with an advisor before, but I wasn’t sold on the experience when I came in today. The person I spoke with referred me to an 800 number, which was fine, but when I asked what they do on location, he just said retirement planning. Cool…I came in needing to combine retirement accounts. Why wouldn’t you offer me more information about the services available? I was told I could schedule an appointment whenever I was looking for help with retirement planning, which is still pretty vague as far as services offered. The person honestly didn’t seem interested in my business, so I left. Not sure if it was what I was wearing, or it was 40 minutes before closing, but I was not impressed. I came in thinking I might explore getting additional help but was reminded why I do it on my own. Thank you for saving me on the advisor fees!

By Vinny Allison on February 5, 2026 Verified by Google

In person service is really good but setting up an appointment with an advisor is terrible. The website sucks and it won’t show any advisors and when you call it takes you to an automated voice message and won’t connect you to a person on the phone. Very frustrating and I don’t want to walk in to schedule an appointment every time I want to speak to an advisor!!!!

By Ryan Smith on May 1, 2025 Verified by Google

Unprofessional and unethical behavior from a Fidelity employee

I want to start by saying thank you to two Fidelity employees who treated my mom and me with genuine kindness. The woman who helped process my mom’s POA was incredibly friendly and professional. The thinner gentleman who works in the afternoons is also polite, helpful, and easy to talk to. They both deserve five stars.

That said, our experience with another employee, specifically the heavier-set man at the same office, was completely different. His attitude was cold from the start, even though I was respectful and polite as always. What happened next was surprising and frankly unacceptable.

My mom made me her POA at Fidelity after watching how well I’ve done managing my own investments and running my business. I shared everything openly during the POA process, including my company information. We chose Fidelity because it’s a user-friendly platform. I have an old Fidelity account with a penny in it, but I stopped using Fidelity a long time ago. I only use E*TRADE now for its flexibility.

On our visit, my mom needed help resetting her login. After the friendly staff helped her, I pointed out how her portfolio had recovered nicely even with the recent tariffs. At that point, the larger gentleman gave us a very noticeable look of disappointment. He seemed irritated that the account was up. I had seen him more upbeat in the past when the account was down. It was clear he never took the time to understand the underlying asset, which has outperformed the market for over a decade and looks even better technically going forward.

As I was explaining the wheel strategy to my mom, he walked over and, out of nowhere, said in a negative tone, “Why don’t you trade on your own account?” It was condescending and clearly meant to insult me because he had seen my Fidelity account with one cent in it. That comment was uncalled for and completely unprofessional.

I’ve outperformed the market year after year, up over 400 percent since October 2023. I’ve also insured my mom’s retirement account and even gifted her the maximum allowed under the tax-free family gift limit. That’s why she trusted me with POA. For a Fidelity employee to speak to me that way in front of her was extremely inappropriate and left us both uncomfortable. We left right after.

This kind of behavior reflects poorly on Fidelity. It’s unacceptable for any employee to insult or judge clients, especially based on a superficial understanding of their finances. After looking into it, I also noticed that this same individual has received multiple one-star reviews for similar behavior. Clearly this is not the first time. Hopefully Fidelity management takes this seriously and does something to remedy the problem.

By Yana Dolphin on November 13, 2024 Verified by Google

Scott is so helpful!

Always super happy and friendly.
Very thorough and detail oriented.
Always a pleasure working with him.

He has a very uplifting personality, always smiling and easy to approach.