Fidelity Investments
Business Brokers
Why pick this one
Fidelity Investments offers dedicated financial planning and investment services by appointment in Huntersville.
Best for
- individuals seeking personalized financial planning
- those interested in retirement investment strategies
- clients needing guidance on Medicare
Look elsewhere if
- clients looking for immediate walk-in services
- those requiring lower-cost options with minimal advisory
Specialties
- financial planning
- investment strategies
- Medicare services
Certifications
- registered investment adviser
- broker-dealer
What makes them different
- dedicated advisors for comprehensive wealth management
- zero account fees for brokerage accounts
- no commissions on US stock and ETF trades
- flexibility to withdraw contributions from Roth IRA without penalties
- open by appointment only for personalized service
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 16740 Birkdale Commons Pkwy, Ste. 301, Huntersville, NC 28078
- Phone
- 8006229980
- Website
- https://www.fidelity.com/branches/investor-cent...
Services
- brokerage services
- wealth management
- retirement planning
- financial advisory