Fidelity Investments
Business Brokers
Why pick this one
Fidelity Investments offers financial planning and investment guidance with dedicated advisors in Charlotte, NC.
Best for
- individuals seeking investment advice
- those planning for retirement
- clients interested in advanced trading platforms
Look elsewhere if
- looking for low-cost brokerages with minimal services
- those needing immediate emergency financial services
Specialties
- financial planning
- investment guidance
- brokerage services
Certifications
- Strategic Advisers LLC
- Fidelity Brokerage Services LLC
What makes them different
- money management guidance by dedicated advisors
- zero commissions on US stock and ETF trades
- no account fees associated with HSA accounts
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 5335 Ballantyne Commons Pkwy, Suite 100, Charlotte, NC 28277
- Phone
- 8339962279
- Website
- https://www.fidelity.com/branches/investor-cent...
Services
- investment advisory
- brokerage services
- retirement planning