Fidelity Investments

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Address: 3793 State St, Santa Barbara, CA 93105, USA

Phone: (800) 622-0603

Website

State: California

Zip Code: 93105

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Reviews

Fidelity can do better than this. The info now showing doesn't even show their office hours. Their office picture shows more of a parked white panel van than it does the office.

How about the name and a pic of the managing director of this office (now Kyle Otdyke) as well as a list of the AE's and their extensions?

 10 years ago (26-10-2016)

Fidelity is the flagship company of the retirement fund management world. They are very comprehensive in their services and quite cost effective. They have thousands of employees across America, and as can be expected, some of them are wonderful and some are merely competent.
One of the attractive features of Fidelity is that their advisors are not paid by commissions on your trades (unlike at such other companies as Ameritrade or Ameriprise). This means that even if they have wealthy clients, they are unlikely to get wealthy in these jobs, so some of the best eventually move out in order to make more money. It also means that you occasionally get transferred to a new advisor.
I have been a Fidelity customer for 20 years and I am happy with their services.

 10 years ago (16-09-2016)

Jeff Avila and Kai Bartschi are rude and demeaning -- they said my investment account (hundreds of thousands of $$$) was not worth their trouble -- these guys are not professional financial advisors, they are the Taco Bell of franchised money changers -- word in the financial community is that Jeff Avila left Fidelity back in late 2000's but couldn't cut it in the private sector up against the real money pros so he skedaddled back to Fidelity tail tucked between his legs  -- DO NOT USE THEM

 16 years ago (20-04-2011)

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