Fidelity Investments

Business Brokers

Why pick this one

Fidelity Investments offers comprehensive financial planning services with dedicated advisors and no commissions on US stock and ETF trades.

Best for

  • individuals seeking retirement planning
  • those needing guidance on investment strategies
  • clients interested in health savings accounts

Look elsewhere if

  • looking for budget options for small investments
  • individuals seeking tax advice

Specialties

  • financial planning
  • investment strategies
  • retirement planning
  • wealth management

Certifications

  • Member NYSE
  • SIPC

What makes them different

  • $0 account fees
  • $0 commissions for US stocks and ETFs
  • access to a dedicated advisor
  • integrated tools for investing
  • expertise across various investment types

Distilled from this business's own website.

Contact & Location

Address
4800 Glenwood Ave, Raleigh, NC 27612
Phone
9192782743
Website
http://www.fidelity.com/branchlocator/branch-de...

Services

  • brokerage services
  • advisory services
  • mutual fund investing
  • health savings accounts
  • 529 college savings plans

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