You'd think the vast majority of brokerage-related needs could be handled online or over the phone, but there have been a handful of cases in the past few years when I've been very happy there's...
Fidelity Investments
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Fidelity Investments, a leading financial services provider, offers a wide range of investment options, including brokerage accounts, retirement accounts, and wealth management services tailored to individual goals. With a strong commitment to customer support, they provide tools and resources to help clients effectively manage their finances and plan for the future.
The company stands out for its affordable account options, charging no fees or minimums for retail brokerage accounts, making investing accessible for all. Fidelity also emphasizes financial education, providing insights and advice to empower clients in their investment journey, whether they are active traders or planning for retirement.
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Reviews
I asked for a rollover from my IRA account and they did a distribution by mistake. I called customer service and they refused to fix their error, even though they listened to the recording of my...
I stopped by without an appointment and the person who greeted me (Brandon) spent a great amount of time answering all my questions. Sure, I could've gotten all my answers over the phone and...
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