Fidelity Annuities

Fidelity Annuities Reviews

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About Fidelity Annuities

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Fidelity Annuities Reviews

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    How do I know I can trust these reviews about Fidelity Annuities?
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    Page 2 Reviews 10 - 40
    Customer ServiceStaff

    Reviewed Feb. 8, 2017

    Any time I call or email them, a customer service rep is always ready to answer anything I ask. Since I usually have really important questions for them, this really helps me go about it. My withdrawal options have been pretty good for the time I've had the annuity. The payout has also been pretty consistent and leaves me very satisfied. I've always been able to get the same amount that I requested every time. The rest of their services are pretty alright.

    Customer ServiceStaff

    Reviewed Feb. 5, 2017

    Everybody always know what they are doing and they have lots of personal experience as well as business experience. It's always a wonderful experience to call and not get pushed around. You are patched through your personal agent. However, every time you wanted to withdraw they give you a hard time. They do not want you to make withdraws. And their withdraws fees are pretty high as well. I hate to withdraw cause once you withdraw that is it. You are never able to put back in or even see it again. You can fund this account as many times as you want whenever you want. They are very flexible. They even come to you to make it even easier. You can even do it through the atm machine as well as set up an appointment. It is the best experience by far.

    Customer ServicePrice

    Reviewed Feb. 4, 2017

    The customer service at Fidelity Annuities are positive to all my questions and go through all recommendations and how they relate to myself and prices are acceptable and they explain all interest and activity that might be confusion. They provide me with all the ins and outs and pro and cons, the potential cost of the withdrawal, how and when, and also tax time assistant. I have a preload debit which allows dividends and withdrawals with a short period of time with fees of usage and is used at all merchants and has online assistant as well. I hate giving any funds up but during an emergency is great and the fact of having an accessible card for reloading makes it wiser and timely.

    Customer ServiceStaff

    Reviewed Feb. 3, 2017

    Customer Service is at par. They are very customer oriented and well behaved and well knowledgeable. You buy any product or services and any bond, you will in the right hands for your lifetime customer relationship. Anytime you can go for withdraw after the cutoff period. Very less withdraw fee and ease to do that, you don't have to roll around again and again. You have variable way to fund them, can go for one shot or quarter or yearly. Can transfer through, cash, ECS, Cards or Direct Transfer. They also pay very well, give as per the market standard and they are very genuine. They have done multiple acquisitions and coming in mostly the top 10 financial institutions.


    Reviewed Feb. 1, 2017

    I got a lot of help with the process and they answered all my questions. For this to be my first time investing, they made the process simple. I think they were very transparent. The withdrawal penalties were high but that was an exchange for higher returns. There was various ways to receive my money. The options were variable enough to be able to choose how fast I wanted my money if need be. My funding options were also various and it gave me an opportunity to choose how I wanted my account set up. They had more choices than some of the other firms I spoke with. I feel the options were versatile enough to feel comfortable and choose them.

    Punctuality & Speed

    Reviewed Dec. 8, 2016

    I've never had much interaction, but when needed they are available. We receive monthly statements promptly, and they are easy to follow. Their policies are clearly laid out in their materials. If I have questions, I know where to go. Payout options are typical to the industry. We haven't visited payouts, but when we get closest to retirement, we will. We could have access before or after income payments begin, if we wanted. We have a mix of fund options as well as online tools and calculators that help us select the best strategy for our annuity. Most companies offer this, and they are helpful in viewing our options.

    Customer ServicePriceStaff

    Reviewed Dec. 7, 2016

    When I had to make a phone call, it didn't take long to reach a representative which is a plus. Also all the answers to my questions were thoroughly explained in a nice pace too for me to understand. The customer service agent explained my options and explained what will happened on each options. The agent also explained about tax penalties. Payout was via check only. Usually takes 7-10 business days to receive the check. Also had the option the express deliver but would cost more, which is a downside. Only had a few choices that were based on percentages. Also another downside since it's not always the amount or percentage you are looking for.


    Reviewed Dec. 6, 2016

    I've had other accounts with Fidelity and they're amazing to contact. Always helpful and knowledgeable about all questions. Very good experience. I still have many questions about the withdrawals but it seems like it's a fair arrangement.

    Contract & TermsStaff

    Reviewed Dec. 1, 2016

    The customer representatives were very helpful and listened to what I was looking for. They helped me pick an annuity. I think this is the investment I was looking for. I have multiple withdrawal options with my annuity. The broker helped me choose the right one for my needs. I will be able to withdraw as I need. My payout varies depending on when I decide to withdraw. I don't remember the terms exactly, but I do have all the information as it was supplied by my broker. The funding options were very easy. I was able to find mine with cash from my savings account, which was an easy bank transfer. There was nothing difficult about this transaction.


    Reviewed Nov. 25, 2016

    They were very helpful. They answered every question and concern I had. They treated me with respect and talked in a nice welcoming manner and they seemed very competent at their work. I am very satisfied with this experience. The options were plentiful and very reasonable. The information was displayed neatly and was very informative and thorough making sure to cover all aspects of the withdrawal options. The payout options were very reasonable and generally higher than most places. The options were clear and precise in every way and there was no problems with the decision-making process. The funding options were also very reasonable and explained in full detail. There was no information left out that you need to know. They were the best choice when it came to furthering options.

    Customer ServiceStaff

    Reviewed Nov. 24, 2016

    I was pleased with the overall customer service. I got the questions and concerns I had answered. The people were friendly and seemed knowledgeable. Although it was my first time dealing with annuities I felt that the withdraw options were pretty reasonable. I found that for what I was doing they worked and overall had no issues. I am unsure exactly about other payout options however I do find it to be okay. I was happy with the funding of the annuities that I purchased. I am at a time in my life where I am just starting to make money so I don't have all the money in the world.


    Reviewed Nov. 9, 2016

    Every time I had to contact them, whoever I spoke to was extremely helpful and intelligent. They all know their products, and are more than willing to assist. From what I saw, the options were very worthwhile. Sure taxes are involved, but that's the government. The rate of return I'm getting is incredible. If it wasn't, I would have gone elsewhere at some point in time. Plenty of options to utilize, from cash to check to PayPal to direct withdrawing from your bank account. I only put money in one time, via a money order.

    Customer ServicePricePunctuality & SpeedStaff

    Reviewed Nov. 3, 2016

    Top notch customer service even before you become an actual client. They were there right from the beginning helping me decide which options were best for me and my family. Typical options overall, nothing stood out from the rest of the pack. Pricing fees were in line with all the other companies. I wish they would have been a little cheaper, but you pay for the expert advice. Payout options are the same as the other options out there. Did seem to go quickly however, I was overall happy with service. Funding comes from market fluctuations. Nothing is guaranteed so if you are about to retire, I would not recommend the service. If you are younger and have the time to allow for the market to go up and down and still be ok at the end, then this is the option for you.

    Customer ServiceStaff

    Reviewed Nov. 2, 2016

    The customer service was outstanding. Very kind and helpful. Felt personal and easy to get answers and information I needed 1st the time I called about annuities. I'm new to all this. It was simply fantastic. All of the answers I needed were provided per my requested questions. I would highly recommend this company to anyone new to it and wanting to do it stress free.


    Reviewed Sept. 14, 2016

    I've had other accounts with Fidelity and they're amazing to contact. Always helpful and knowledgable about all questions. Very good experience. I still have many questions about the withdrawals but it seems like it's a fair arrangement. I know when I contact them they will actually guide me through what will help me. While I have many questions, the layout options have been very helpful for me. It was a rather sad experience on how I gained annuity but helpful and reliable. I still have further questions regarding but know they will be answered to their fullest ability in Fidelity. They are so nice and always so helpful.

    Contract & TermsStaffProcess

    Reviewed Sept. 5, 2016

    Everyone was very helpful. The process was personalized for me. It helped to increase my income for the future. Any questions that I had were answered efficiently. Withdrawal options were prime. They gave many options to make it possible to access my money. I was happy with the realistic terms of this annuity. Payout options were also feasible. they have a realistic approach to handling people's money. I am glad I chose to work with this company. Funding options were easy and convenient. There is not much to say except that they work with you and make everything easy and real. I recommend this company.

    Customer ServiceStaff

    Reviewed Aug. 18, 2016

    Customer service was very helpful, and they knew what they were talking about. They steered me on the right direction, and worked very well with me. The withdrawal options were very reasonable, and I was happy with them. They were also explained very clearly to me. The funding options were very reasonable. There was a lot of options that I felt comfortable with. Overall, I was very satisfied, and had a good experience.

    Customer ServiceStaff

    Reviewed Aug. 14, 2016

    The customer service staff was generally happy and easy to get a hold of and to be helped. Every time I had a question they answered it and if they couldn't they would find the answer soon as possible about my rates for the annuity. I was able to withdraw when I needed. It wasn't amazing but it wasn't terrible. The payout options are generally good so I'm happy about it. Guaranteed me payouts for a specific time period. Something I don't like if I were to die during the period my spouse would have to continue the payments. I'm overall satisfied with the funding options for this. They have a wide range of funding options.

    Customer ServiceStaff

    Reviewed Aug. 9, 2016

    The customer service was very good. They were very considerate and attended to my needs. They answered all of my questions and did a very good job. I liked the withdrawal options but I wish there were more so they could fit my needs. They are satisfactory but I want more options. I think they would have a better options. The payout options were okay. I was happy with the service and I think they are going to give the money to my recipient within a timely manner. They provided a lot of funding options to choose from that best fit my needs and the person who I set up the annuity for. I think they did a great job.

    Customer ServiceStaff

    Reviewed Aug. 8, 2016

    Customer service was great and very informative. Helped me with any concerns I had. I was very happy with the service, and would recommend them. Was thoroughly explains all options that were available. Left me wondering for nothing and was explained in detail no matter what I asked. Payout options and ways are many with this company. I know my money is where I want it and when I need it it's accessible and at my disposal with very few obstacles. Many options for funding and easy transfer and access to each one. Very secure and nothing is left unturned no matter what the issue. I have had no issues at all.

    Customer ServiceStaff

    Reviewed Aug. 3, 2016

    They work with you every step of the way and I love that about them. They are really helpful. They allow you to withdrawal and don't give you a hard time about it. If you wanna come back they even help you with doing so and they work hard to keep you. They have a great pay out system and I'm glad they work with you and they don't make it a huge payout. If you need a little one they allow you to have it. I'm happy to have worked with them thru out the years and wouldn't trade them with another company. They work hard and very good customer service skills.

    Reviewed July 8, 2016

    Our visit was very productive with many questions answered and made easy to follow along. I did not feel lost and I felt like they really wanted our business. They explained how and when to withdraw from our annuity. Plus also mentioning about fees or hidden things. It's more of a solution to save money for future happenings. The options are really satisfactory with the understanding that they will match dollar per dollar we build it up to. That makes us happy that we picked the right place. You can take money from your checks from work and put as much as you want in it. So little by little you will build up your annuity for the future.

    Customer ServiceStaff

    Reviewed July 5, 2016

    Fidelity has never disappointed me & I think they have trained their employees extensively because they always have an answer for all of my questions. All of the representatives I have spoken with are kind, patient, and helpful. I trust them with my financials and I believe they are one of the very few companies that put their customers 1st. Fidelity has a few withdraw options that I am unaware of because that money needs to stay put and accrue interest. Their withdrawal options are no different than any other company that I am aware of. I do know that Fidelity offers more options for their customer than most other insurance companies. My company directly deposits 10% of my paycheck every week & they match about 4%. I don't know what else is offered as far as funding is concerned.

    Customer ServicePunctuality & SpeedStaffProcess

    Reviewed July 4, 2016

    The people at Fidelity are awesome! Every time that I call to talk to someone I am treated with the utmost respect. Even though I am not as financially savvy as some people they always treat me like I am the most important person that they have talked to all day. They never get frustrated with my questions and are always quick to answer them. They provide the options that I need to be satisfied. They are always processed fast and accurately. I have never had a problem and would highly recommend them to anyone that is interested in doing business with a company that is fast and accurate.

    I have always been happy with the way the payout options are handled. You have all of the options you need, the people are very good at accurately processing your requests and they are done in a timely manner. They have a great selection of funding options available and I have never had any problems with them. They are fast, accurate and things are always handled in a timely manner. I have always been happy with the options that are provided to me and it makes me happy to know there are more options available than I can even use.

    Customer ServiceStaff

    Reviewed July 1, 2016

    They are very helpful. Easy to work with. Care about you and the money you're using. Willing to help. Answer any questions you may have or need help with. They take the time to help explain things to you. They get in touch with you right away. Willing to answer any questions you may have and they care about you and your family's future and your money. They are very helpful and explaining things to you so you understand what is going on with your money and how you should use your money wisely. They are very helpful in explaining what you can use and how you can use it and what is out there for you to use. They care about how you are using your money and for what you are using it for.

    Reviewed June 26, 2016

    Met with the broker and they laid out all the different options so that even a novice would be able to understand. Also did a lot of follow up later on. Had the options of withdrawing at any time through direct deposit to a bank account... a PayPal account... or a check at your own discretion. These were the options that I recalled and using all three at one time or another and it being very smooth. Was able to fund the annuity directly through the broker or through your own bank. Direct deposit through your own personal bank or with a check through the broker.

    Customer ServiceStaffEase of Use

    Reviewed June 24, 2016

    Their customer service is good. Easy to deal with. Very straight forward process with helpful staff. Website was very helpful and easy to navigate. There are plenty of payout options to choose from. Depending on your living situation you can choose which option works best for you. Most people go with the monthly check. I am very satisfied with the funding options for my annuity. They offer a wide range of services. You can go for a fixed rate if that's more of your style or a variable rate. You decide.

    Customer ServicePunctuality & SpeedStaff

    Reviewed June 23, 2016

    Really great customer service experience with this company. No issues or problems whatsoever. Very kind and helpful. One of the best customer services. The withdrawal options are so very awesome. Very quick and professional services. No hassle at all guys. I would recommend the withdrawal method. Very good guys. The pay out options are very really great. I would for sure most definitely recommend this service method guys. I love it. Great pay outs provided to you. I have a really great funding options experience. Great funding without all the unnecessary hassle involved with most places. I'm highly satisfied with funding options and I would recommend funding options to everyone. Great service.

    Punctuality & Speed

    Reviewed June 22, 2016

    Always good experience. Fast service and to the point. Fidelity is the best brokerage compared to most other brokerage services. I really like the service. Give me enough option to withdraw my fund when I have emergent need. Very flexible fund and very highly recommended. Always there to serve me. Never use this service before but as Fidelity as my provider I believe it will be to satisfaction and always top notch service. It always give me the most efficient funding option without much hassle. Better than my bank if I must say. What else can be said, ne plus ultra.

    Customer ServiceStaff

    Reviewed June 21, 2016

    The people weren't transparent. They didn't call-in a timely fashion and they didn't explain anything. They didn't work with me in a timely fashion and when I would call the people were rude and acted like I was a burden and bothering them. They seemed shady because they wouldn't outright answer my questions and the times tell me that my money was in the bank when it wasn't. I will not do business again with this company and I tell my friends and family not to practice business with this company.

    Every time I withdraw money it says negative bank balance because they freeze accounts and do not tell the customer the truth of what is going on with the bank monies and transaction. I finally get payout to get done doing business with the company of these fidelity people. It is not a fair business makings and I just pat out and go. It make me happy. These are clowns to do business and I say no in the future to these companies business. They shady people who data clear and truthful to any customer.

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    Fidelity Annuities Company Information

    Company Name:
    Fidelity Annuities
    United States