FIDELITY INVESTMENTS

Name: FIDELITY INVESTMENTS
Address: 111 South Westlake Boulevard, Thousand Oaks, Thousand Oaks, 91362, SG
Telephone: +1-800-381-6154
Rating: 4.7

Fidelity Investments is an independent financial advisor with a combined experience of twenty-two years in financial planning. FIDELITY INVESTMENTS is one of the Three Best Rated® Financial Services in Thousand Oaks, CA.

BEST RATED THOUSAND OAKS FINANCIAL SERVICES FIDELITY INVESTMENTS

Since 2001

111 South Westlake Boulevard, Suite 103, Thousand Oaks, CA 91362

4.7 (112)

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Reviews

Team worked hard to get our accounts set up, was rough start, mostly learning curve on my behalf. Brandon is excellent to work with! Great follow up, phone and office (in person) assistance. Website is much more expansive for research. Superb resource. App is super convenient and usable. Fidelity appears to be able to understand needs and information presentation across generations and provide overlapping portals for any customer needs.

I was dreading going here to transfer my dads 401k. Christian Strong changed that dread. The guy was super helpful and knowledgeable. I was pleasantly surprised. He made the whole process an easy experience. Fidelity is blowing it if they don’t do everything they can to keep him around long term. Thanks, Christian.

This office has the BEST customer service & they will "dumb it down" for people like me who aren't experienced in investing. I walked away feeling empowered with what I had vs what kind of retirement I wanted.