Fidelity Investments
Business Brokers
Why pick this one
Fidelity Investments offers financial planning appointments in Raleigh and charges no fees for brokerage accounts.
Best for
- individuals seeking comprehensive financial planning
- those needing investment strategy guidance
Look elsewhere if
- individuals looking for low-cost investment options or quick trades
- clients needing extensive tax or legal advice
Specialties
- financial planning
- investment guidance
- brokerage services
Certifications
- registered investment adviser
- registered broker-dealer
What makes them different
- financial planning by appointment only
- no account fees for brokerage accounts
- 0% commission fees for US stock trades
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4509 Creedmoor Rd Ste 101, Raleigh, NC 27612
- Phone
- 8005325909
- Website
- https://www.fidelity.com/branches/investor-cent...
Services
- retirement planning
- wealth management
- long-term care planning