Fidelity Investments

Fidelity Investments Verified by Yext

2.5

(8 Reviews)

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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

2.5

8 Reviews

Write a Review
Msjazzy Ann

By Msjazzy Ann on August 27, 2026 Verified by Google

Poor customer service, employees not Informed and or knowledgeable about “fidelity” MOVING MY MONEY!!!

Angie Valdez

By Angie Valdez on January 12, 2026 Verified by Google

I had a very unpleasant experience with customer service at the Schaumburg location. The staff was unprofessional and largely unhelpful, providing vague or dismissive responses to most questions and showing interest only in the type of account I intended to open. I would strongly recommend saving your time and seeking service elsewhere, as the experience was quite offensive.

John Park

By John Park on January 4, 2026 Verified by Google

I made an appointment with Fidelity Advisor Arthur Anderson on 12/31/25 and was very satisfied with the service. Arthur sat with me for two hours and helped me rollover a 401k from a previous employer which was not showing up on the Fidelity mobile app.

Arthur called multiple Fidelity department and found out that the 401k account got converted to institutional account. He helped me setup the Rollover account and got the money transferred. I definitely appreciate the dedication that Arthur showed me.

Surekha Bhatnagar

By Surekha Bhatnagar on December 11, 2025 Verified by Google

Fidelity’s customer service was once industry-leading, but my recent experience has been a complete nightmare. Since September, they have failed to resolve my issue or provide a single clear, correct direction.

I am almost 70 years old with basic technology skills, yet instead of support, I’ve been met with inconsistency, indifference, and unprofessional behavior. Every email and phone call produced a different, useless answer.

Most troubling, David Defrang, Deepak Saxena, Nicholas Ferraro, and Alexandria Cutrone have been dismissive. Their lack of accountability has made this process exhausting.

If this is how Fidelity operates now, I must reconsider my relationship with them and look for a company that actually listens to and respects its clients.

Michelle Foy

By Michelle Foy on May 7, 2025 Verified by Google

The Fidelity Office moved about a month ago but it’s literally in the block/next building over.

They have plenty of designated parking spaces right in front of the building. You check in for appointments immediately in the first office ground floor then the secured Advisor offices are on another floor.

The Rooms are very spacious, bright and everything is state of the art. The old office was nice too but I think this setup is much better!

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Fidelity Investments 2.5 out of 5.0 based on 8 user reviews.

Fidelity Investments
1750 East Golf Road, Suite 100, Schaumburg, IL
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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

Listing data provided by Yext

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