Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Annuities, College planning, Estate planning, Investment guidance, Life insurance, Retirement planning, Wealth planning
Year Established
1946
Listed In: Investment Services Firms, Financial Planning Firms
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by… Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app. Read more
By Bali Guy on September 24, 2026 Verified by Google
My pension ended up there. My 401k ended up there. I converted to a Roth and trade options in that account. Because I trade options, that money earns near CD rate. The way I do trading, all of the money earns interest unless I have to buy stocks and I usually sell right away. So I'm double dipping. I added a "checking" account and that earns near CD interest. And free paper checks. They always have been so helpful on the phone or Internet chat. I do my own investment advice.
By Makayla Kirksey on July 27, 2026 Verified by Google
Absolutely HORRIBLE company, I started a new job that automatically enrolled me with this company then when I called to be Unenrolled I had to go through 4 different people who all gave me a hard time and argued with me because i didn’t want my part of my check invested, i will NEVER recommend this company to anyone or have anything good to say about them
By Jim Montanus (Montanus Photography) on June 30, 2026 Verified by Google
The worst customer service of ANY type of company I've ever dealt with! It's almost impossible to even get anyone on the phone, among many other issues.
By research browsing on September 30, 2025 Verified by Google
There are good people there. They are very responsive and helpful. I have been there at least 10 times and have received nothing but the best service and the same is true when there office was further done Monroe Ave toward Pittsford.
By Mark W on September 23, 2025 Verified by Google
Fidelity is ridiculous to deal with. I Have been passed around to seven different phone numbers now and they refuse to even tell me if they have the correct address for survivor's benefits. I've been triyng for months dealing with them and I've gotten nowhere.
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