I accidentally created a duplicate account on my mobile App and the Fidelity customer care rep helped me with closing out the second account. Also, I was given instructions on how to navigate through the Fidelity App on making transfers and trades, etc. Very customer friendly. I highly recommend Fidelity as my go-2 investment company. Charles Taum read more

Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of stores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you walk in, you notice at least 2 associates standing behind a counter ready to help. We had an appointment with our advisor, so we mentioned that, and they let us know he would be notified and we should have a seat. We were early so waited a bit. The folks behind the counter are young, and since not overly busy, were carrying on conversations with each other. Since we were here last, the office put in a new beverage machine: the Flavia Creation 600...completely self-serve. Created a really good cup of mocha with two custom packs of hot chocolate and coffee. And the disposable packets are automatically 'injested' so nothing to remove/dispose. Coming here gives us an excuse to explore the Seal Beach/Huntington Beach area for the afternoon, which is what we did. read more

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I went into the Seal Beach office to set up accounts for my 3 grandchildren. I was welcomed by Arya and ask what I needed. This young man then proceeded to help me set up the accounts. He explained what needed to be done and then helped me do all three (I never would have been able to do it on my own). He was a very friendly and professional representative for Fidelity! Thank you Arya for all that you did! read more

Jeff is super awesome and personable . The conversation went into much detail. Jeff answered my questions and then some more. The process of singing up was easy and pleasant. I would highly return to this location if I need assistance. read more

Fidelity Investments - We here - Investing Near Me - Seal Beach, California

The very young people working in the lobby should be no where near your money unless they are supervised by an experienced investment person. Run like hell when they say anything close to let me make a phone call tobe sure what they are telling you is correct. They messes up this situation so badly that I now have to file an amended tax return. Their remedy was to have me speak to a case manager. While this person had answers the solution was put on me for their mistake. I would have been far less stressed with 100$ bills in my matress. read more

I was promise to check and I didn't receive it so I called back and and they said it was UPS fault come to find out they sent out the check late never told me that. Horrible way of customer service. read more

Beware of any Fidelity Investment phone transactions. They can promise you the moon and then deny later. No recording. So if they screw up, they will just play stupid or try to make you feel stupid. Phones have lengthy waits, difficult prompts, lots of transfers and waits again, broken promises for call backs, and on and on. Phone supervisors and Seal Beach Branch were no help. Hours to try for help limited to EST... translated to 2 pm M-F PST. I was a customer for many years. No more.! read more

Disappointing and extended wait time with no resolve - clarification - 800 number agent assistance.

Went there this morning (about 30 min ago) with my dad. We had several issues rolling over his 401k to his Roth IRA online. But going here they made it so easy. My dad only speaks Spanish so I was glad there was a Spanish speaking employee. read more

I walked into the Seal Beach office to schedule an appointment because I recently opened an account with them and put some money in and I needed somebody to help me invest those money and other deposits I would make. I wanted to pay for the service and wasn't shopping around for freebies. The person who wrote my info told me that I will get a call from an advisor to schedule the appointment which I should expect in about two hours. Here I am 30 hours later and still waiting for the call. Very unprofessional and it looks to me that they do not need any customers. 0 stars for this kind of insult but to post the review I needed to select at least one star My advise to your employees is never treat anybody like that because you never know how much money they want to put on the table and you never know who they are. I will take my business somewhere else. read more

Don't go with Fidelity! A check for 6K was stolen and an account opened at this Seal Beach location with no identity and the forged signature wasn't even spelled right. They consider the case closed while I'm out over $6200 so I'm forced to sue them. Nice. Go with a company who has integrity. That's not Fidelity. read more

Trying to reach someone in this office is impossible. What garbage service, maybe the Johnson family should invest their profits into people who actually pick up the dam phone at their branches. read more

Really nice and professional place. I was greeted and waited outside and few minutes later my financial advisor came out to greet me. William explained thoroughly and was very patient with me. I felt very comfortable with him. Would definitely recommend you coming in as I would come back for another consultation. read more

I just sat on-hold, while at work, for 29 minutes. No one ever picked-up. With all the negative reviews, that shouldn't be a surprise. I hung-up and called Schwab... read more

I needed to open up a 2017 SEP IRA on the last day of the year I could. Since I'm also a Schwab customer I started there but found out that Schwab offices basically don't want to help you and literally give you an 800 number to call instead of helping you! I decided to call Fidelity after the infuriating process I had dealt with at Schwab and I found it refreshing. I simply called the Fidelity 800 number who connected me with the Seal Beach office who when walked me through the process to open a SEP IRA online. I then simply walked into the branch with a check to deposit into the account. They answered some questions and that was it! I was very pleased with the process online, over the phone and in person. A 1000% better experience than Schwab. read more

Acting as an attorney for one of my clients, we went into the Fidelity at Seal Beach to open accounts and discuss options. At first, everyone was relatively professional, however, I have called and left a number of messages, and do not receive a call back. Today, I called again to speak with one of the persons we were dealing with when we opened the account, and all I get is a telephone message telling me to open an account online. We were not trying to open a new account - we had questions about the account we already had, but it appears that they are too busy to answer any of them, and too busy to return telephone calls. Very unprofessional. read more

I have been trying to close my account for 3 months, and they won't answer my call. They sent me a letter in the mail to call them to complete the transaction. I have spent over 3 hours on hold each of the 5 times I have tried to call and still have not ever talked to a person. AVOID THIS BUSINESS AT ALL COSTS. read more

I had the pleasure of working with Torien recently and it was such a blessing. He actually met with me a couple of years to come up with a financial plan which felt completely out of reach for me. However, with his guidance I was able to get out of debt, set up a safety net of savings and make my first retirement payment. He patiently walked me through the process and explain everything I needed to know. He encouraged me to take ownership of my future, and now I have a goal to shoot for. I never thought I would have I shot at retirement but now I believe I can! Thank you so much for all your help Torien!! You're the best!! read more

The 5 stars are STRICTLY for Torian Pizziola at the Seal Beach branch. Fidelity, the company itself, is trash. I was referred to Torian by somebody in the "back office" with Fidelity, to help me sort my finances and diversify my portfolio. The account I have with Fidelity is monies received from a QDRO. While Torian was professional, kind and did everything he could to help me, Fidelity has failed repeatedly in the "back office". They're totally incompetent. I'd put my money on the other negative reviews here, that the issues have nothing to do with the people working at the branch, and everything to do with the idiots in the main corporate buildings. read more

THIS Company just sucks, they open more account than you need (to make them look like there growing) there customer service is limited to 8-5 eastern time (the others just pacify U till they can be called) Basically JUST STAY AWAY 4 ACCOUNTS LESS IN THE A.M. read more

I had a horrible experience trying to get my own money from Fidelity. They decided they could not have a PO Box and a street address on the same envelope, so would not send my check. They did, however, send me express mail telling me they withdrew my funds. They also charged me for the express mail (which they do claim they will have reversed in about a week). One of my problems is, this was a large amount of money, so why couldn't they contact me before declining to send my check? Or, why didn't they NOT make the withdrawal? Of course, if they could not send me express mail at that address, why did I get express mail at that address? Why didn't they just tuck the check in? Why is it now going to take another week to get the check? Who can I complain to that would do me any good? read more

My wife and I met with Torian Pizzola to readjust our portfolio that was previously and expensively privately managed. He listened intently as we laid out our very specific personal and financial situation. Torian took his time explaining options to us and -I believe- appropriately disclosing risks, details and issues so we could make the most informed financial decision possible. He did this professionally and with an ever-present smile on his face. I would highly recommend him to anyone without reservation. read more

I love the convenience this place has. They make it super easy to ensure that my financial future is intact. I especially love how I'm able to retrieve my information on my tablet. It was comforting to have them patiently walk me thru a situation I had via telephone when I had a little question. They are very responsive to my questions. I guess it helps to be a little financially literate because in articulating my questions, they were able to pinpoint me in the right direction. Fidelity for life!!!! My retirement (my job that matches + my Roth IRA) will be so beautiful... in 12 years lol read more

I came to this fidelity branch after reading a bad review for a different branch. I went in for help in setting up automatic investments in my Ira account, I asked for the form and asked for help choosing the right mutual fund but was just referred to a business card and a phone number to call I asked if it was possible to talk to anyone in the branch about investment options and was told yes but was given the same card over. Note I did end up calling the investing guidance number and it was the easiest and most helpful thing I ever did read more

Came in here today for help to make an automated transfer funds from my bank to my fidelity card. The customer service was not great. Did not help me transfer or unblock my account. Was told to do it myself instead of guiding me through the step. Other then that company still great just bad customer service. read more

I had a great experience with Fidelity and this branch in particular. I spoke to a representative over the phone when looking into making elections for my 401k and after our conversation he suggested that I should sit down with one of their representatives. He looked up branch locations and this was the closest for me. He let me know that a representative from the branch would reach out. Not more than 15 minutes after getting off the phone with the initial gentlemen, I received a follow up phone call from Torian Pizzola, a Financial Consultant at the Seal Beach branch. We chatted for a bit and scheduled an appointment. When arriving at the branch I checked in with a gentleman at the front counter and Torian was out shortly after to begin our meeting. I just finished up my appointment with Torian and he not only answered the questions I had, but also shared other feasible options for my personal situation. Torian was professional and personable and not "pushy" whatsoever. His intention was to layout my options and explain them in detail and leave the ultimate decision up to me. If you're looking for someone who knows what they're talking about when it comes to finances, go see Torian! read more

I meet with Torian Pizzola and he was very professional and well informed. He is very honest, attentive to your needs and has your best interest in mind. read more

I decided to consolidate all of my various investment and retirement accounts in one spot - Fidelity. And while it took a few months to get everything there. I am thrilled to have one access point to everything on their app or online. My advisor, Mark, has been very helpful in helping me navigate the process of getting everything together and then deciding on next steps. I expect a long happy future with Fidelity. read more

Excellent experience, great customer service; very dedicated to customers and to make sure their needs are served.

I visited this office in December. I had to wait for awhile before being served but I didn't mind that so much. I had two reps help me identify and complete the paper work I needed to access my money. They told me that they would have it submitted " in a day or two". It has been four months and no action has been taken! I still do not have access to my money! Needless to say this is the reason for my low rating. The two that helped me clearly misrepresented what they were going to do to help me. Poor service. read more

My experience with Fidelity was excellent! I booked an appointment with Fidelity by phone and had the pleasure to meet Gary Rivano. Gary is knowledgeable, helpful and provided a great personable experience for my wife and I. Gary helped us roll our 401k into an IRA and we made the decision to have fidelity manage our funds for us. Thank you Gary! We recommend this location to anyone looking for a great experience with their investments. read more

Made appointment was verified by phone and email took off work and received another call to cancel while I was driving to branch not very professional after taking off work they wouldn't help me at all. I wish I would have read reviews first read more