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Fidelity Annuities Reviews
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They are top quality and some of the most knowledgeable people out there. They make sure you are getting a great plan and are always very helpful. It is a very convenient process for drawing out my money in several ways instead of having to go through all complicated processes of getting info about anything and so I don't have to worry or struggle with getting it on time. They make it easy for me.They have a complex process that allows me to get the most funds possible. One of the best out there. Very convenient and smart ideas always being created.
They were very friendly and helpful. They showed me the best options for my family. Everything I needed help with or questions they answered for me. There was many different options for me with this company. I have never had any problems cashing out with this company at all. Everything is fast and easy. When the time comes to get paid there are several different options for you to choose from and all payouts are done within a timely matter. There are many different ways to fund or take out. They have something for everyone. There is something as easy as bank account to PayPal, Skillz.
We have always had good help whenever we needed it. Very knowledgeable and courteous to customers too. We would definitely recommend them to anyone else who was looking to purchase annuities. We have never had any difficulties whatsoever withdrawing money from our account at any time. They have always been extremely helpful and courteous to help us with our transactions whenever we needed them to.
I signed up with Fidelity to give myself a chance to receive my annuity payments faster. I mean, it is money that I need and I have a right to do that. It has been a very good investment for me and my wife. I highly recommend it to all. Comes in very handy for little unexpected cost, like when our a/c went out in the middle of summer and we needed a cans infusion, it was there for us. Nice to know you have it when emergencies come along. I set up my account so that I would deposit money about every month, but I was able to maneuver it. Some months I wasn't able to put the amount expected, and other months I could put in significantly more. They were very flexible and happy to change based on my needs. It's a good company. They are very helpful when it comes to assisting customers. I would totally recommend this company to other people. I love the funding options as well. Totally recommend!
I have some questions but they answer it really quick and they sound really friendly. They also give me some additional tips even if I don't really ask about it. Convenient and fast. They have multiple banks that I can go to and they don't charge you that much so I would stick to them and they help me a lot. They have a modern and fast way of doing payout and they can give you diff options. If I need help they can easily process your account for hassle free. Although it takes a while before they can fully process your account but it wasn't as long as the other banks plus it is safe and secure so I don't need to worry.
The customer service I received was very professional and helpful. The company provided me the needed help I was looking for and I learned a lot from the whole process and they are just great people to deal with. The process was very straightforward and simple. I was assigned a representative that helped me throughout the entire time and I was very happy with the job they did. I like this company and the way they conduct business. There are numerous payout options but I chose the check by mail because I find it the simplest and I also believe it is a secure option and I received my check on time without any problems. The funding was great because I can use monthly direct deposits or I could mail check an alternative option. I chose the direct deposit because it was so easy and I did not have to worry about anything else.
Very nice staff to talk to and resolve my problems in a timely manner. Always available. Very high quality staff. Love Fidelity. They are very professional. Have several options to withdraw your funds and receive your money. They have the quickest withdrawals of any Investment company available. They have sufficient payout options and its designed for the customer to be able to access funds whenever needed. Love them they are the best. Several ways to fund my account. Very flexible and easy to use interface. Not a hard process to access. Its very easy and optimized for the customers.
Great Customer Service. You can contact them a variety of ways including through their Mobile App. They are always very happy to help customers like me with understanding things or processing changes and will give you important money saving advice. Fidelity offers a variety of Annuity Withdrawal options according to one's specific needs and Withdrawals can be done by phone or online or mobile app but not all. They offer several Payout Options such as Income for guaranteed period, Lifetime payments, Income for life with a guaranteed period certain benefit, Joint and survivor annuity. They offer several Funding Options such as Single Premium Funding, Flexible Premium Funding, Charitable Funding, Variable Annuity Funding Options. I have used a couple of these and it's worked out great.
They guide and help you with everything from A to Z. Any questions you may have they will not only answer but make you feel confident as well. This is a very flexible plan. That was one of the key selling points for me. To be able to change if anything came up was a plus in my book and something I treasure. You have plenty of options when it comes to payment. Anything that would fit your suiting. You really can't go wrong this is something for everyone. The ways to pay are plenty and great. This was something I was mainly concerned about but after asking questions I felt much more comfortable about the funds and the way they come about.
Great customer service, 24 hour support, either by phone or chat online. They are always very helpful and willing to help. The service is a huge plus to an already awesome company. I had no issues with withdrawing. It was a very simple, very easy, process. And of course, I had all the helpful customer service people to offer me their help as much as I needed. I would highly recommend this company because the payout service was so so so simple and easy and painless and quick. Definitely well worth it. I was not happy with the funding due to the company never wanting to willingly offer up me the funds to help me out but that's ok. I just used my own funds.
My 74 year old sister is extremely ill and is in a nursing home. She wants to transfer a $140,000 IRA to her checking account. I have been dealing with Fidelity for her. I was told a form was necessary to be completed with a medallion signature guarantee. I found the proper person and made arrangements for him to come to the nursing home. Another phone call told me no form was necessary but I could talk in the phone with a representative to get the transaction done. We spoke with a rep on 4/25 and were told the funds would be transferred in 10 days. They were not.
I was told I could only speak with Gerard ** who was unavailable but would call me back that day. He did not. The next day, May 5 I had an appointment with him at 10 am with my sister required to be there. He did not appear. On May 9 we finally connected. He told me the password was frozen but would be unfrozen when the people that do this had time. Today is May 11 and the password is still frozen. One representative told me I should go to a branch. There is no branch here and obviously they would not speak to me without my sister who cannot travel. The money is necessary for bills. I have no idea what to do now. Nobody at Fidelity remotely cares.
They were knowledgeable and were able to help me to understand what I was doing and what steps I needed to take to grow my money. This meant that I came into it not really knowing what I needed to do and they helped me along the way. Although I was not able to withdraw for a little while, I was able to get information and got a reasonable amount of times to withdraw. Certainly it was not unlimited, but I really don't need to change or withdraw from my account all that often. I would absolutely recommend what they offered. They were able to help me grow my money exponentially, in a way that I never expected and was able to get a crazy amount of money. I set up my account so that that I would deposit money about every month, but I was able to maneuver it. Some months I wasn't able to put the amount expected, and other months I could put in significantly more. They were very flexible and happy to change based on my needs.
It's a good company. They are very helpful when it comes to assisting customers. I would totally recommend this company to other people. I love the withdrawal options very well. Customer service could never be any better. I love this company. The payout options are amazing. I am a happy customer who will be a customer for many years to come. I would recommend this company to others cause it's a company I really like. I totally love their funding options. They could never be any better. I like this company so much that I'd recommend them to my friends. I'd also recommend my family check out this company when it comes to funding options as they take very good care of their customers. I will be a happy customer for many years to come.
It was a great experience. They were very helpful and useful. I would use them again. I think the company treats their clients right overall. I'm not really sure on this subject but then they would handle it with the right matter and be a good company to do business with. Sounds like a company I could use. The payout options are the best I know. They are very fair. I would tell my family and friends all about it. They treated me with respect and honor. Not sure how I would like this one. It seems like a good option but I'm not sure I would use them and see if I liked it and then decide based on that information.
Customer service is excellent! They make a point of asking you if you need help with anything. I have had 5 consecutive questions for them. They responded to all and continued to ask if there was anything else I needed. I have no experience with withdrawals here. I rated it a "satisfied" as I have never had a bad experience. The payout option are comparable to most annuities. I chose what was best for me but that being said, I did have the usual options available to me. I have had no issues with funding my account. I am easily able to do this online through a checking account. My transfers are handled in a timely manner.
They are a very good company, great products, services, very smart people work there. Lots of investments to chose from. Great prices and rates too. You can withdrawal anytime without too high of a risk of penalty. Withdrawal is quick and easy to use. Payouts are good to have but investing longer is also smarter to do, so you earn more over the years. It's easy to get your payouts, it doesn't take that long either. You can chose a number of option investments on several different investments. Easy to do business with. Very good reputation.
Not very polite. Was a hassle. Won't do again. Not sure why I did. Didn't like the lady on the phone line. Long wait times and the music was bad. I wanted a check right away. The process was a hassle and it took forever. I do not want to do again. Ever. Never. Ever. Again. It was a pain in the butt. It was a bad thing to do at that moment in my life. Was very unhappy and mad at the process. I will not try again. Ever in my life. Was not easy. Good options that I can remember. Don't want to do again in my lifetime. Was very disappointed in the whole process. Very unhappy and mad.
They have good customer service to respond effectively to the questions they face and do so in a short period of time. If they do not when you return your call as quickly as possible. I have a good retirement plan the amount contributed. Hope to have a comfortable retirement without setbacks. Can enjoy it without thinking about the financial problems had without this plan. I make monthly payments. Amounts have been rising year after year and that in the end is what requires this type of product without these payments could not charge what they wish to final my time working.
It is alright. This funding option is a new concept to me.
They are very helpful and care about their customers. They will go out of their way to give you what you want. You get your money's worth. Withdrawing money is very easy. You will have it as soon as you know it. You will love getting it fast and they are number one with me and my family as well. There is more than one payout method for their customers too. They have plenty to pick from and they're all fast to use. I use a couple of payouts and I'm very happy with my choices. Their funding options are good as well. You can use more than one funding options too. I know people that just love this company so much.
Not answering the phone calls, or not calling me back when I leave a massage. Rude, not very helpful, and sometimes when they answer they are not very helpful, or not clear. I have the choices. It is kind of fast, no confusion, no penalties, clear, safe. I like I have the freedom to choose when to withdraw. I wish it is faster, more clear, technology fast. They do have some nice payout options but I wish there is more, and the speed of the payout is not all that good but it is not bad. I wish I can get them faster, and not too many steps. Love it, no complaints. Love the selection of the funding options, the speed of when I need any type of funding, the clarity of the procedures, and that I can get the help I need at the time I want when I need it.
It was very helpful to learn about it all and this was the first time that I have ever had one. They are not that hard to understand like everybody thinks either. They are really easy. It was easy to withdraw money much easier than you think. The customer service reps were very helpful and knew a lot about the annuity. The payout experience was very helpful also. They know what they are doing and are very helpful. I was really surprised. I would definitely get another one asap. The funding was very easy to deal with also. The funds were ready to draw out and I had no problem drawing them out. It was a very easy process.
The customer service is top notch. The service representatives are very friendly and professional and are always available to help. They have excellent communication skills and are very knowledgeable. The withdraw options are very great. I have been very happy with the service so far. I have been really happy and satisfied so far with the whole withdrawal options experience. The Payout options have been excellent. I have really have a top notch experience with the payout option. The service has been amazing. They have a great variety of funding option to choose from. The service for the funding options have been great. I would definitely recommend them to friends and family.
Fidelity is there when you need them and you will get the best financial advice you ever had when you finally decide to work with Fidelity. I am so glad I did and I don' t know why I didn't do it sooner. Easy to get your money when you want it, there are no delays, no red tape. You can perform withdrawal requests online and it's never been easier. The payout options are convenient and you choose whichever method works best for you. For instance, if you would prefer to have a check mailed to you, then you can have your check. But if you want your money in your bank account, it's there in a matter of a few days. It is also easy to fund your account. You can transfer from an existing account, you can wire the funds, send a check, or whatever works best for you. Fidelity is all about convenience and making the customer happy.
Fidelity has great service. Anytime you have a question, you can call a 24-hour toll free number and they are there to answer any question you may have or you can also do transactions online if needed. I am allowed to withdraw at the end of the year if I want which I normally do due to tax reasons. They are with flexible with the terms. Payout options can be direct deposited or they can mail you a check to your residence. It is a very fast process. I would recommend this company to anyone looking to invest. Funding options are very easy. I made a one lump sum. The process was very simple and easy. This is the best company I have ever dealt with as far as investments.
They were very pleasant and nice and helped me out.
Fidelity annuity products offer enough products to satisfy not only the first time investor but the expert investor as well. Their representatives offer suggestions and have always been there to answer any questions I may have. My online account offers multiple access and update options as well as links to helpful information. I am happy with my overall experience with Prudential and will consider them for my annuity or other investment needs in the future. I have had frustrating experiences with other companies in the past that treated me with less respect because I am a small investor. With Prudential, I always felt like they were putting my satisfaction on a par with the bigger investors.
I purchased deferred variable annuities with a withdrawal benefit that provides guaranteed lifetime income. These annuities C turned a portion of my savings into a stream of income for the rest of my life. I earned through a broker, immediate fixed income annuities can help provide you with guaranteed lifetime income. My broker from Fidelity gave me a ballpark figure for my monthly income with an immediate fixed income annuity. I am well protected with security of regular payments, regardless of any market fluctuations plus protection against inflation and protection for my family.
I never really took much action concerning my annuities. So, I can't really say much about my experience other than it was not problematic.
Excellent customer service. Representatives were willing to go out of their way, and personalize their clients experience. I would definitely recommend them and their wonderful programs.
I have had the annuity for around 10 years. The initial interest rate was what attracted me to purchase. I wanted an investment that was very stable, I couldn't afford to lose any of the initial deposit. Over the years I have found it necessary to withdraw some of the interest from the account. The customer service I received from the company was top end. I am very happy with the Annuity.
Fidelity has done a fairly good job providing my annuity. I believe they could be somewhat better in keeping one up to date on annuity options that come about. They also could be a little more widespread in their offerings. Overall though they have done an ample job in handling my annuity.
My experience has been very positive. They have been very responsive to my needs and to any questions I have had. They are a very professional organization in whom I have great confidence.
I'm satisfied but when requesting to do withdraws it would help if they eliminated all those questions as to why etc.... all the different things you have to send in sometimes is just very frustrating and I think when we buy and want to withdrawal we should just be able to as to with limited questions.
Good investment and a good company to invest in. They offer various investment packages that are geared to all types of investors. They have the right combination of investment that can match any level of investment.
I think that if you can keep your money in an annuity for a length of time, then it is a good source of income. It is dependable for a source of continued income.
Needed it for saving to retire on. Good interest. Bought it at the request of my family so they would not be worried about my retiring.
It's awesome to have and use. I would recommend them to anyone.
Great flexibility and good product options. I felt this company had a strong reputation and my expectations were validated. The rating of the company was important to me so I selected them as annuities supplier. Rates were also favorable to other options at the time. I would recommended them and use them again myself.
Purchased an annuity through Fidelity Investments to provide a steady flow of income thru retirement years. Total process was effectively handled by Fidelity personnel and took very little time. So far, very happy the total package and the monthly income.
It was an easy and information filled experience. Guided me towards the annuities that would work for me. So far so good. Everything has pretty much going along as pretty much as sold. I am overall pretty happy.
Fidelity has competent advisors that make the option of choosing annuities very easy. They are a very good way of earning money safe and easily. They describe what the options are and how they could earn you some money on returns. I would highly recommend Fidelity for any investing service. I believe they are very qualified to invest and that they have pretty friendly fees.
Fidelity is very helpful in describing my options for an annuity. What the benefits are and clearly explaining how and when the payouts are handled. Also providing different options in choosing which investment options to use.
The company workers are great. They explain anything I want to know about. Putting money into an annuity is one way to help with retirement expenses as an annuity gives a person predicted returns.
It was very good. The co. was very helpful and answer any questions that I had. They were very knowledgeable about their product. I would recommend to my friends.
My experiences with Fidelity have been fairly good for the most part. Their financial advice has been mostly good but could have always been better. One to a degree gets the impression that their customers are just another spoke in the wheel. That may very well be due to their size but a more personable approach always makes a customer feel more at ease with their finances being managed.
I have had my annuity with Fidelity Investment for over twenty years. I am now retired for four years and I am benefiting from my annuity greatly. I receive my payment every month on time with no problems. I have invested at times in the stock plan so I am also benefiting from that. Annuity is a good investment for the future and retirement.
After we maxed out our other tax advantage retirement plans we moved into an annuity tax free growth. It seemed to make sense to do. We found Fidelity had a very reasonable fee structure. They helped us understand about early withdraw, benefits of putting away money long term and how to help show us on what our disposal income could become. After everything we looked at and different companies we decided annuities was the way to go. It made more sense than no-load mutual funds.
I purchased my annuity through the recommendation of my Nationwide insurance agent. I picked one that was generally safe. Mid risk. About 5 years ago so far my investment has always showed a increase even though the down periods of the market. If I want to make a change or withdrawal I can pick up the phone, never been a problem.. Overall I am very happy.
My experience is with Fidelity. The advisor I talked to about this option sold me the only annuity they had that was a term annuity. The provider of this annuity is MetLife. This annuity is evaluated each year for 5 years and if the investment shows an increase my payout is adjusted up. So far, after 1 year, the investment has lost principal so my payout is holding at the initial payout.
I feel as though as my needs arise they are prompt when I need to make a withdrawal or when it comes to keeping me informed on what my gain or loss may be. Courteous when I contact my broker.
This is a very trustworthy and upfront group. The investments were clear and customer service was right there in case I had any questions. It was easy to communicate and/or check my investment online.
Fidelity has and does continue to prove to me that they are the leader in dealing with my financial portfolio. They provide consistent and continued innovative methods in which my investments including annuities are managed.
I have a broker that deals directly with the company so I have not had much contact but the few times that I have had to contact them myself I was totally satisfied. They were very helpful. I have been satisfied with the results.
They are super and have made me money. Lost some but yes made it back in short time. That happens sometimes. Take good with the bad I say but good is always better.
They were very helpful in helping everything set up and have recommended them to others. Let me say again that it was very easy to talk to them and they offered us coffee. We talked about the future and not working and all the free time I would have to spend the money they were investing for me and my wife.
Rates are way too low at this point to really recommend another though I will be looking at deferred pay products in the next two years to firm up my retirement plan.
I am not sure of their total years experience, but I researched them online and with the Better Business Bureau, as I think everyone interested in investing should do.
Rolled over 401k money to Fidelity and invested a portion in an Annuity with good payouts and many added benefits. The total process was easy and Fidelity took care of all the paperwork.
It's very accessible. Productive. It's also very reassuring. It gives me confidence and security. It helps toward my retirement. It's easy to obtain funds when needed. Fidelity is very innovative and supplies me with with information for making financial decisions.
Attempted for two months, and several hours on the phone (primarily on hold) to transfer money from a previous employer into my current employer's 401k. I've literally had nearly $100k in checks from my prior account in my desk drawer waiting for a roll in form which Fidelity can't make available to me electronically and I've requested without success 3 times in two months to have it mailed and Fidelity can't figure that out. If you have a choice run and hide before trusting your money to Fidelity.
And I feel I can go on with my life. Would recommend anyone to this great opportunity. It make me feel confident.
This is my first, I'm not really a happy person because of the marketing is so unbalanced, that I'm losing more than I put in. But I have confidence that every annuity that I invested in will rise and grow, and with that being said I just have to wait and see how the market goes.
I tried to log-in over the course of 2 weeks and every time their page refuse to proceed unless I gave them my mobile phone. I clicked on "I don't have a mobile phone" since I don't happen to think that this is their business but I could not proceed to my account and can no longer check my balance online. I will call them Monday but this strikes me as not fully legal.
Fidelity Annuities Company Information
- Company Name:
- Fidelity Annuities
- United States
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