Fidelity Investments - Albany (NY)

2 /5 William Toffenetti: I like their service but will likely move my money because they force their clients to listen to "Woke" messages before speaking to someone. I really dont care what anyone believes... I just dont want it forced upon me.

5 /5 Jeff Bell: My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

2 /5 Brett Cook: This company has gone way downhill over the years! Ive been a member for about 15 years, and all of the sudden, my account is getting restricted all the time. Nobody has the answers why. It takes 2 or 3 days to get cleared up to have access to my money again. The Client Services team can never see anything, and they put the blame on other departments. Then to talk to those departments, and get the run around. I also have tried to roll over my 401K into Fidelity, and there have been issues with opening accounts online with them, saying they cant verify my identity. Again, I call them, and have hit every department in the company, with no resolution. So, I highly suggest shopping elsewhere. I have recently opened an account with Charles Schwab. And plan to move everything there. Fidelity was once a fantastic company. Now, Im running from it!

5 /5 Robert Dunton: Competent, warm and friendly in-person service. I have several accounts with Fidelity. While I handle most of the little things online or via the 1800 support number (which 100% of the time the FIRST rep on the call has been able to handle for me), a few things still require in-person visits (standing Wire instructions, etc). Every time I have gone into the Wolf Rd location for these things, I get: 1) a smile 2) a competent rep 3) an immediate (

1 /5 Ian S: They had 1 person in the branch when my wife and i walked in for help with our new Roth IRA. Although the disheveled gentleman in the branch was nice, he was not able to help with anything we had questions about and when i asked to sit down with an adviser, i was told they would not oblige until we had 100k invested. Part of my problem was getting money from my bank account deposited into my roth. I wired with the help of my bank, but it was sent back. And when I asked for help, i was told to call on the phone. Long story short, they could not help me without having my online bank account log in info from the account Im moving the money from. I dont have one as it is an account i only have access to in person. So, i canceled my account today as is seems Fidelity does not want my money. I will open accounts for mine and my wifes retirement elsewhere. And unfortunately, i will never recommend Fidelity because of this. It is unfortunate that this company is so far removed from helping their clients. Isnt help with my money the whole point?