Fidelity Investments

Too busy place Chapin branch in Burlingame - I made an appointment and was confirm by their national customer service a day before- then when we came the person we are suppose to meet called in sick. Then Jenny the receptionist apologized and promised she will call me to set up an appointment for the next day. Day went by no call from jJenny. I called the next day and to my disappointment it keeps rerouting me on your National customer service line. Frustrating and irritating. Finally I decided to go to the branch personally. For elderlies like us we prefer a face to face consultation. We met Kov Tallam- personality wise he is very welcoming - a true customer service agent. He saved my frustrated day with his professional demeanor as well his kindness and understanding for elderlies like us. He should be commended for his job well done. For Kov Tallam - Fidelity should have more people like you who is definitely a peoples person.
Dec 23rd, 2023

Oct 28th, 2023

You'll wait. You'll wait. Good luck trying to transfer funds or get funds without a lot of hassle! Couple people gang up on you in a office. Then you have to get on a phone, ect ect. Get legal advice before you go!
Jul 28th, 2023

A first-time customer visiting their physical office because I couldn't complete opening an account online from home. There's no front desk, but the staff was prompt to check in with me when one of them finally had a moment before assisting his other client. The total wait time was about 40 minutes (I arrived at noon), but again, the staffs did what they could when they could... to check in with me twice and to ensure I'm not just being abandoned, lol. And all I had to do was complete opening a new account on their iPad... which was sitting on the desk where I was waiting. I wish they would have just told me to try that while they're busy with other client. But now we know... Overall, very nice staffs and I got what I needed to be done.
Jul 8th, 2023

Apr 6th, 2023