Fidelity Investments

Fidelity Investments Verified by Yext

3.3

(18 Reviews)

Write a Review

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… Read more

3.3

18 Reviews

Write a Review
Bali Guy

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.

Makayla Kirksey

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

Jim Montanus (Montanus Photography)

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.

research browsing

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.

Mark W

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.

Showing the overall rating from Google. Load more reviews to see individual Google reviews.

Powered by Opio

Fidelity Investments 3.3 out of 5.0 based on 18 user reviews.

Fidelity Investments
2780 Monroe Ave, Suite 201, Rochester, NY
Get Directions

Additional Business Details

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

Listing data provided by Yext

Similar Businesses See All

Vision Financial Group

Vision Financial Group

300 Corporate Parkway #216N, Amherst, NY (103 Km Away)

2.3

(6 Reviews)

Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC

Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC

150 Allens Creek Rd, Ste 160, Rochester, NY (1 Km Away)

0.0

(0 Reviews)

KeyBank

KeyBank

3225 Monroe Ave, Rochester, NY (1 Km Away)

0.0

(0 Reviews)

Business Claimed Update your Business

Report Incorrect Data Make an Update