Fidelity Investments

Contacts

Address:
27101 Puerta Real Suite 160, Mission Viejo, CA 92691
Get directions

Website:
fidelity.com

Phone number:
+1 800-544-0204

Categories:
Establishment   Finance  

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Reviews about Fidelity Investments

• Raffy Liza Rodriguez

  Jul, 25 2018
  ★ ★ ★ ★ ★
  My wife and I are newbies in the financial retirement planning word. It was our first time setting up our own self employed 401(k) and I followed the online instructions on the Fidelity website and i chose to turn in the paperwork to the Fidelity office in Mission Viejo. Julie reviewed all of our documents and helped us correct them. She was FANTASTIC!. The customer service was PHENOMENAL!. Fidelity will be our investment and brokerage firm FOREVER!

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