It is always a great experience walking into this branch. My advisor is great and so is the front office staff! Very thankful to have this team! read more

Fidelity Investments is pleasant to work with when they take your money but closing an account and transferring the money becomes a nightmare. They have endless questions on why you are doing it, the nature of the investment and the name of the investment. The answers of which never satisfy them. At that point they refuse to contine until they do a review and call you and they will not give you a time when that call will come. When they take your money, there is no representation of the difficulty you will have trying to get it back. This results in lost opportunity on your next investment. There is a reason why they have a 2.4 star rating. I would give them no stars if that were an option. read more

Long term client here. I've had excellent and consistent service from all the staff here and I've come to the branch regularly. Jason, Chandler, Sarah, Shiloh, Belman have been great. I've had difficulties at other institutions transferring my money to fidelity and they've been incredibly helpful. Making calls, filling forms, following up. Service and integrity is what makes the difference. I highly recommend FIDELITY and this branch in particular. 5 stars! read more

I needed to have a Standing Transfer Instructions form signed and uploaded. I interfaced with Blayne (financial rep). She was outstanding. Very effiicient, knowledgable, friendly and personable. I'd highly recommend this Fidelity office and Fidelity in general. read more

My husband and I have worked with this branch for years and have consistently received great support from our VP Financial Consultant, Annie, and the staff here. We wouldn't trust our money anywhere else. Thanks Annie! read more

I've been working with John Leat. Immediately responsive to emails when I'm asking for input and advice. Recognized a tax problem with an estate that none of my siblings' CPAs or financial advisors caught. Spends a generous amount of time going over all my questions. Helps me handle transactions over the phone with screen sharing so everything I need to do is simple. He's an incredible support and a critical part of my retirement plan. And the nicest, most patient guy. 10 out of 10. read more

I've been to Fidelity several times, but yesterday my visit was truly exceptional! From the moment I walked in, I was greeted warmly and the entire experience was stress free. I had to conduct a large transaction and had some anxiety going in. A huge shout out to Sarah (didn't get her last name, but she was blonde and was up front) she went above and beyond to assist me, making sure all my questions were answered. Also, saw her working with other clients with the same warmth and professionalism. Definitely one of the best customer service experiences I've had anywhere, let alone at Fidelity! It's rare to come across someone who makes stressful situations feel effortless and even enjoyable, but Sarah managed to do just that. Great job!! And thanks to the advisors for understanding and quickly helping me. read more

Been consolidating my accounts with Fidelity and out of Schwab, Vanguard. Adam Preston is great wealth manager to work with. Branch is convenient to meet him and deal with administrative issues locally. Highly recommend their Cash Management Account (CMA), knowledge, wide range of investments and customer service. Been customer for decades, highly recommend! read more

I opened fedility stock investment account and on transferring money they locked 90% of my money from investing for 10days. No other brokerage does that. I had 401k plan their so I thought of opening brokerage account also there. The moment my money is released from lock, I am moving to robinhood where I had so good experience and cli3nt support. read more

I stopped by Fidelity in Mission Viejo this morning (03/11/2025) and had an excellent customer service experience. Right as I walked in, I was warmly greeted by the young lady at the front desk--I believe her name was Sarah. She was managing multiple customers at once but still took the time to acknowledge each person, let them know the expected wait time, and check if they needed anything in the meantime. What really stood out was how attentive she was--she continually made sure everyone was comfortable and taken care of. In today's business climate, this level of customer service seems to be fading, so it was refreshing and impressive to see. I came in to ask about some financial tools and was considering switching from another bank, but unfortunately, I had to step out due to an emergency call. However, because of the great experience, I will definitely be back! Huge kudos to Sarah for her professionalism and excellent service--Fidelity is lucky to have her! read more

Awful place. Filled with a lot of quirky passive-aggressive Gen z types. I've had my money there for 30 years. It's a good parking garage but that's it. Don't expect advice. In fact they call themselves "financial consultants". Their funds... Be careful... They underperformed the S&P index over a 5 to 10 year period but that's up to you. Bad experience with them. They cost me a lot of money. They ended up screwing up some paperwork which cause me to lose about $26,000. One of the weird twenty-somethings that really has no job description as I can tell offered me a breath mint and a glass of water with a weird smile on her face. I got angry about it and demanded to see the genius that screwed the paperwork up. of course it is not her $26,000 that got lost so I'm sure she saw my being upset or exacerbated as being inappropriate. Strange. He hides a lot or as he puts it he's busy when I finally approached him in the waiting room he shrugged his shoulders and blew it off like it was no big deal. He also recommended a third-party investment firm that I met with in Fidelity's office with this character. Explained to him that I wasn't willing to lose a single penny altar conservative investor. He set me up with this guy and he didn't even bring any paperwork. No prospectus nothing. I ended up downloading the product and read the 230 page prospectus which no one does and lo and behold guess what it's a very aggressive and risky investment where you can lose all your money. So much for their "financial consultants". do your own investing but I wouldn't trust them as far as I could throw them with their "products". A lot of hidden fees and strange moving parts. A five-year-old could do better by investing in the S&P index with her at no cost and no management fees. It's a good place to park your money though as long as you don't want any help with paperwork or investing and you're a DYI investor. This review is not so much about fidelity products though I would not recommend them particularly if you are a newbie you might be taken advantage of and if you're an experienced investor you don't need them anyway. Be careful with the paperwork back and forth. The review is mainly about this location. a lot of one star yelp reviews here and I can see why. Appears like this Nida person that claims to be the manager does not have a good reputation amongst those are on this platform. This strange so-called manager called me and left a couple of voicemails that I deleted without even listening to them. I can tell she was your typical passive aggressive California millennial that loves to stick her head into other people's business and lecture them, but nary an apology for the mistakes made by the staff so I wasn't going to do the courtesy of even listening to her messages so I deleted them. That's how I handled her. ..anyway I wouldn't even think of going to this location if I were you. It's my opinion and my experience. You've been forewarned. I have a large account and am in serious consideration of moving it as others on this site and on the Google reviews have noted. read more

Chandler was super helpful and so polite! He was able to answer all my questions and I was in and out of there very quickly! Thank you Chandler! read more

We've been long-term customers of Fidelity. They were extremely customer serving when they were trying to get my advisor service business.. although , when I decided to get my outside advisor services from a company well known as Fisher investment s the level of customer service when I called was significantly marginal at best. In 2022 Fidelity reached out on a messenger asking for a W9 updated form. i'm a custodian for my daughters account While she was in college, I managed this for her. I submitted the W9 form on two occasions. I even confirmed that the W9 form was in their message center by a phone call. Everything seem to be in order and we went on as business as usual.. My Favor daughter when she started her first job asked me for assistance with her IRA account. She was trying to make a trade and unfortunately could not perform that function because Fidelity froze her account.. Neither myself or my estranged received a phone call, an email or a letter that there was a problem with her account.. My daughter called me for assistance and we got on a three-way call with Fidelity. After 90 minutes on a three-way call with Fidelity and my daughter we found out that the W9 form was actually there the entire time but they didn't attach it to her account.. so my daughters account was frozen not in the market for over two years. She list several of thousand if dollars in investment gains. Why none reached out that there was a problem is a hidden mystery .. I tried to get this fixed so that she would get some compensation for the Fidelity mistake but unfortunately Fidelity doesn't want to take any ownership on their clerical error. I took it as far as I could all the way up to their mysterious bureaucracy of command and recently just received a message in the message center that they denied my request to meet with any other personnel in regards to this issue.. A basic clerical error that any junior high student can take care of. I proceeded to tell hem that I'm pulling all our money out if Fidelity as well as my parents, sister and brother and all my children. If their institutions can't even manage a simple W9 form why anyone give them my entire Stock portfolio. Many of the customer service people need severe customer training , they lack knowledge and have no ability to relate on a professional level. That's OK I'm moving all my funds over to another competitor and they're offering us a promotional incentive as well. Others should check it out. The customer service that both my daughter, my other family members and my wife and I deserve.. Maybe this will be a teaching experience for Fidelity but look at the many other similar experiences and reviews. Like many companies when they are not making a profit off of you they do not treat you with the same level of service. I bet if I was using their advisory services and earning large quarterly commissions the entire situation would have been handled in a different matter. The ball is In the court of the company now and let's see if they do right by my 22 year old daughter and other college age students when handled their accounts. I know at 19 I did not know about tax forms, IRA account and much more and the company should be communicating better with all clients and help ensure that they are maximizing the long term gains on such accounts considering they will be the future clients and perhaps they will be more valuable when their financial situation changes as they work their way up the ladder etc. ? In the mean time we can only pray that Fidelity will do what is the proper thing to do at least give her the interest they profited from during the freezing of her account. read more

This week I had to visit the Mission Viejo branch on two occasions. Most of my business is conducted on the internet or phone, but this week necessitated two trips "in person." Kudo's to the people who helped me on both occasions. The facilities were welcoming and the service was very professional. I cannot think of a place I would rather have handle my investment accounts. Thank you Fidelity. read more

I have been using Fidelity for over 20 years. It's going downhill this year. There is a lot of problem with it's website, customer support is poor. I am using iMac, reported a problem with empty page for "Manage RMD" link in Nov. talked to 3 customer support reps. first one told me it was problem with my machine because she had no problem on her side. Her manager told me the same and said I need to called again for the tech support and help them reproduce the problem. the third person I talked to told me he will "put a note". Now a month later the page is still empty. And I found more yesterday, including but not limited to" Customer service link, beneficiary links for both 401K and non-401K, most likely more empty links all over their websites. I talked to a rep. he gain said will "put a note", worst yet. when I asked him what are the beneficiaries, he told me the one for my 401K has my ex's name in it! I had no contact with my ex for over 7 years, I took his name out in all my accounts but now this rep told me ex's name is on my 401k! Much later he told me calmly that it's was from one of my old account that got 0 balance! I have 3 401k accounts, one has good amount of money but other 2 has 0 because they were transferred to my IRA account. Then I talked to his manager, I asked her who is reading the so called "notes" reported by customers. she said she is, but when I asked her did she read the "note" for the problem I reported in NOV, and if she reported the problem. She totally avoided the question. She then asked me to call back to talk to tech support. Why is fidelity not taking customer's problem seriously? why the problems we reported are not being escalated to tech support? I have been using iMac for over 2 years, had no problem until this year, so there must be some change to your website, why the changes are not fully tested using different platforms? I am a retired software engineer, worked for many enterprise software companies, all the companies have a bug tracking system that report problem found both internally and externally. Fidelity needs to have system tracking their problem. and most importantly, hire eligible workers. read more

If you're young and hopeful about your financial future, Fidelity mutual in Mission Viejo has you taken care of. Jeff in particular was a great help in assisting me with some account issues from the COVID-19 "pandemic", not only did he have a great attitude while helping me, he also went above and beyond to get any discrepancies cleared up which is so appreciated thanks Jeff! read more

Fidelity Investments - Investing Near Me - Mission Viejo, California

I had to transfer several of my 401K accounts to my new companies 401K plan. I tried to do it over the phone and it was just not happening. I went in to the MV location and was greeted by Jesse Nelson. He told me he would get someone to help. I got very lucky and Christy Hatch assisted me on all my needs. She was very knowledgeable and provided Great customer service! I could not have been more stoked. Great people at this location. Killer customer service. read more

I am trying to call Fidelity on national and local phone lines for 2 days. I spent hours listening to a recorded: "Your call is very important to us, please stay on the line and someone will be with you shortly". After hours and hours of waiting on each line, I never received an answer. There is a mistake on my account and I have to fix it up NOW. Shame on Fidelity with such poor customer service. There is no way that you are that busy that customers have to endure hours of waiting with no results. read more

Months after requests, signing forms, obtaining medallion notary signatures, Fidelity has still not released funds to my new investment firm. Advise against ever having them invest, too many other reputable firms! read more

We have been loyal customers with Fidelity for over 15 years now. Great customer service with you in mind. So appreciative and grateful that we are able to work with Fidelity Investments. The most professional and informative financial advisors you can find. Thank you Fidelity. The Mission Viejo office is clean, friendly and is located in a beautiful office complex. The staff here is very knowledgeable and professional. read more

I literally am in shock which prompted me to write this review. I called Fidelity Mission Viejo this morning regarding a question with my granddaughters inheritance after I am deceased. The initial employee answered my question however his answer made no sense. When I had additional questions he connected me with Kai to further help me. I asked Kai to explain in detail the answer to my question ( Kai's answer made no sense either). Kai got irritated, told me to take my business else where if I did not like his answer then hung up on me. Minutes later I got a phone call back from Joy (who initially helped me) apologizing for Kai's rude and inappropriate behavior. Apparently she was still on the line and heard the conversation. Later I received a call from the branch manage who took this very seriously and apologized for the service rep Kai and his lash out. I appreciate the fact that the manager sincerely was sorry and it turns out Kai was a agent in a call center with Fidelity. Sad how one bad apple can turn a client away. Julie Julie read more

Over the MANY year I have been a Fidelity customer, I have been very pleased with the customer Service, but then, I had to visit my local branch in Mission Viejo, CA. I usually do business online or phone.. My Father passed recently and I had to have the routing number for Fidelity, so that an annuity my Father left me could be transferred into my brokerage account. My needs were simple. I just needed the routing # printed out on Fidelity letterhead with my account number and JULIE'S name. Period. JULIE said, "We don't do that or have forms for that". I told her, no forms needed, Just open up 'Word', type the info, sign it and hit print. I even SHOWED her the checklist of things Lincoln required, and there it was. She STILL refused and even started getting bi*chy with me, telling me, "That's not how we do things here". By this time, I was crying and embarrassed. My Fathers passing was still fresh in my heart. She was still adamant, and didn't even offer me a tissue that CLEARLY I needed.I begged her for 15 minutes to JUST DO WHAT LINCOLN REQUIRED! In that time, she could have written a darn letter. EVERYBODY in the whole office, customers and all heard my simple request and saw my tears. I sent in what I had, I just wrote the routing # on one of Lincolns forms. and as it turns out, she also wrote down the wrong routing #. Well 2 weeks have gone by. I should have had my money 9 days ago. I called Lincoln and they said, they WOULD NOT transfer my inheritance without the info on the Fidelity letterhead as I requested Julie to do. I contacted the general (800) Cust. Serv. # at Fidelity and got the correct routing number. I then cut and pasted the top of an old Fidelity document onto a blank piece of paper and I made my own darn letterhead. Darned if I was going back in to deal with JULIE again. She was the only person there that handled annuities. I tried to reach a supervisor at that office and JULIE picked up herself. I asked for a supervisor and she told me, they don't have branch supervisors. I hung up and now, hear I am. This is the very first time I have ever written an online review, but she was SO OUTRAGEOUS, I clearly am inspired. Checking in today with Lincoln, they were satisfied and I should have my money in about 5 more days. If you do have to visit the Mission Viejo, CA. branch office, make a point to ask for ANYBODY but JULIE! read more

I tried to reach this branch 5 times by phone over a 2 day period. The direct phone number on their website rolls over to a call center and no one answers that number. I tried Yelp for a better direct number, that number has been disconnected. They obviously don't want the new brokerage account and large investment I was looking to make. read more

So far so good! Great vibe in the Mission Viejo office. Kind people. They patiently answer my questions without making me feel stupid for this not being my area of expertise. I recommend Patrick, very friendly and professional. I worked with Fidelity as an HR rep 15 years ago and had a good experience, so I felt comfortable returning. Glad I did. read more

Worst customer service, it used to have very good service now every time I call I spent 30 minutes to an hour on hold. Not the kind of service when you have a large money and things to do. I see the commercials and I shouldn't be advertising and 12 they get their customer service squared away I don't want to hear anymore apologies I want to see a change read more

Excellent service, sound advise and lower management fees than I had before. This office has been professional and my account manager has been amazing for us! This is the real deal. read more

I should've read the reviews before going in. The absolute worst customer service! And schwab is right next to them so I took my business to schwab. read more

This location has the WORST and I mean WORST management. First of all they have a problem getting back to you if you call and second top management has THE WORST attitudes. I recommended a freind at work with a 1 mil account and the rep could not even call our friend back.... we have large accounts and are getting ready to change to Schwab or TDAmeritrade and the competitiors will PAY us to change, have called us numerous times and met. The existing account rep at Fidelity gave me a 30 minute window when I could call him.... Seriously? Would NEVER EVER recommend this location to ANYONE EVER unless they get rid of top management .... read more

I have been doing business with Fidelity, Mission Viejo, for years, and I highly recommend them. My account executive has been excellent!

Very helpful and professional . I had a semi legal transaction and they simplified it with a signed letter by both parties. Whereas chase bank.... Same transaction , it took them 4 weeks and 2 schedule mis haps since they didnt have the correct advise from their legal department. I also like the efficiency of the kiosk and there is always help if you need it for any transaction . read more