Fidelity Investments - By Appointment Only

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.

Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Roseville, California, were a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, weve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Folsom, CA area, Catherine Heath will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.