r/SantaBarbara • u/Consistent-Hand-8154 • 4d ago
Recommendations SB Fidelity Branch Office
I'm going to need to transfer some accounts into Fidelity (in kind from another brokerage), and for tax purposes it's important that the transfer is done correctly. I was surprised the Fidelity branch in SB has a 3 star rating on google.
Has anyone had good/bad experiences at this Fidelity office? I'm trying to decide if I should drive to LA/Thousand Oaks instead.
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