Name: Fidelity Investments
Address: 300 Main Street, Exton, PA, Exton, PA, 19341
Telephone: 844-773-1490
Rating: 4.2

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Fidelity Investments Verified by Yext

4.2

(6 Reviews)

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300 Main Street, Exton, PA, 19341

844-773-1490

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Visit Your Local Investor Center Today!

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

4.2

6 Reviews

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6 Reviews
6 Reviews

By Mateosfire on October 26, 2026 Verified by Google

Matt is very professional and helpful at this location answered all my questions and helped me with a resolution.

By Keith Kreider on September 8, 2026 Verified by Google

By steven cothran on July 30, 2026 Verified by Google

Fidelity is a great investment company. Staff is very knowledgeable and friendly.

By Sheila Bohn on March 28, 2026 Verified by Google

Had an hour long introductory appointment with a Fidelity advisor Noreen Procaccini scheduled to review how to plan for retirement and rollover of my 401K. I received a phone call from another individual who never explained why they were calling in lieu of Noreen or who they were and rushed me off the phone in 10 minutes never even asking me any questions about my net worth or rollover amounts etc. Mentioned they only work with clients with a net worth of over $500k but never verify my net worth. Very much a waste of time and left a bad impression of Fidelity.