Blue Waters Financial Group

Fidelity Investments, located in Matthews, NC, offers a variety of financial services designed to help individuals achieve their investment and retirement goals. With a focus on affordability, the company provides no-fee accounts and flexible investment options, catering to both active traders and those seeking guidance in managing their wealth. Additionally, Fidelity emphasizes personalized wealth management through dedicated advisors and a range of tools and resources to assist clients in planning for savings, college education, and long-term financial security. Their commitment to customer service is evident in their educational offerings and professional support, ensuring clients can make informed financial decisions. Generated from the website

Carolina Benefit Consultants, established in 2004, is a boutique-style brokerage firm based in Matthews, NC, dedicated to helping businesses enhance their employee benefits packages. With a focus on personalized service, they provide expertise in navigating a range of benefit plans, including medical, dental, vision, life, and disability insurance designed for companies with 4 to 200 employees. Committed to exceptional customer satisfaction, Carolina Benefit Consultants acts as an extension of their clients' teams, ensuring a smooth enrollment process and ongoing support. Their knowledgeable professionals are well-versed in compliance matters and work with top insurance carriers to find the best solutions tailored to each client's needs. Generated from the website