While in graduate school at the University of California, Berkeley (2015 to 2019) the institution automatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance. read more

Fidelity Investments - Front of the building, Thursday 5 October 2023. - Investing Near Me - Lynnwood, Washington

We were assisted by Keaton, who went well out of his way to make transitioning funds from our account to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch. read more

Have been with them for several years and have full trust in them. Even in a wicked market they have out performed my wife's brokerage company. In my younger years I was a stock broker so they have met my criteria in every way. read more

Try to call them, I double-dog dare you! I am on hold for an average of 15 minutes each time I call. Today I was on hold for 18 minutes and asked how to contact my local branch. I was told the 800 number was the ONLY way to contact them, and they would be happy to transfer me. I waited ANOTHER 12 minutes and was then disconnected! I don't trust my life savings with service like that! read more

"Two weeks" to get a cashiers' check because they "don't do that here" and "aren't a bank". They have an ABA routing number, they have interest bearing accounts, they even have Visa-logoed debit cards. I guess they are only a "bank" when it is convenient to THEM and not their customers. read more

A great choice for no-load fund investing. Hundreds of funds to choose from. Clean, new office with free Keurig coffee, periodicals, and tv. Service is fast and friendly. read more

Fidelity Investments - Fidelity Investments (Lynnwood) - Investing Near Me - Lynnwood, Washington

If you love your money, and customer service is important to you, PLEASE invest anywhere else but here! I HAVE to use Fidelity Crapvestments through my employer - they have: 1. Taken less from my check than I authorized. 2. Taken more from my check than I had authorized 3. Taken months to perform a simple transfer of fund from my account to a really good investment company. And when they did send the funds, they didn't send the compliance information so the receiving company could not legally deposit the check in my account. 4. HORRIBLE Customer Service - their staff "promise" to follow through - but they all LIE - no one follows through or follow up. I'm just a tiny customer and they could care less about my account. read more

They need more help at the front desk. This place is busy. Front desk work slowed by constantly have to be interrupted by appointments coming in to meet with advisors. read more

I've been with Fidelity for over a decade and have been doing everything with them via phone, email and snail mail. It's nice to have an office close to where I live (vs the downtown Seattle office) to get paperwork done and do face-to-face portfolio reviews. The facility is very clean and new. The staff are very professional and competent. This give them a leg up vs Vanguard but it makes me wonder where their fees are that enables them to pay for this facility. read more