Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Annuities, College planning, Estate planning, Investment guidance, Life insurance, Retirement planning, Wealth planning
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 Mitch Meade on July 19, 2026 Verified by Google
Great experience! Learned a lot about going in to retirement with what little money I had to invest late in life. Start now, contact them and get started acting on a investment plan for your future. One day I started worrying about where my money was sitting in a savings account after I saw some videos pop up and realized it was almost too late to get help.
By Richie Ly on January 28, 2026 Verified by Google
I had been to the Fidelity Investments a few times already. But the place inside was very calming, peaceful, and very tidy. The investors who had worked there are very nice people. Anyways, I had met a few guy investors named Jose, and another one was Caleb. They have both helped answered my parent's questions about investing management and property. While another investor we had recently met today was Lauren who's also one of the nicest and pure joy businesswoman that had also answered my parent's questions. I never felt so amazed of meeting so many nice people doing investment and especially when we had questions to ask them.
One thing that I wanted to add is that the investment service was very nice. Usually, during our boredom and very long-some days of a meeting. They would normally offered us some free snacks, beverages, and fruits of apples to take. Not truly recommended. But however, the people are so nice and they politely answered anyone's questions. I would truly recommend anyone who's wanting to do business and investment. Go with Fidelity Investments. It is one of the best service in Sacramento and Roseville. Please check it out whenever you have the chance.
By RidemFast on October 3, 2025 Verified by Google
Have been a Fidelity customer for many years and always had good experiences. In fact, I feel very fortunate to have my current Fidelity Advisor and hope to have him for many years more.
By PDX Pacifico on June 23, 2025 Verified by Google
New location is great. Nice building. Attentive and prompt service. I’ve had the pleasure of working with Vinita Brooks on other occasions. She was professional and helpful. The other reviewer is off the mark, an unnecessary hater harming another person’s livelihood.
By Dennis Latona on March 27, 2025 Verified by Google
I had just the opposite experience that Kristian had.
I have been working with Edgar on the phone, and he helped me with my Federal mandatory withdrawal, and transfer of some stock into my Money Market account.
I met him at his office to go over investment options, to keep my account growing.
I was greeted at the door by an associate, who let him know that I had arrived. I was offered a drink and snacks . I waited less than 5 minutes (I arrived a few minutes early) to meet Edgar.
He introduced himself and shook my hand.
He escorted me yo an office, went over my options, and listened to what I had to say, as well as asking me if I had any questions.
I had a few, and he answered every one in a way that I could understand. Edgar is very professional and knowledgeable.
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