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Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

As one of the nation's leading investment management firms, Raymond James believes that choice is crucial in investment and financial planning. Our firm provides access to a selection of investment products that is both broad and deep, because we feel that your strategies should change along with your lifestyle and your needs, and a change in strategy may require alterations to your portfolio. Diversification is sound policy, because it's designed to reduce the inherent risk of investing. That's why we offer an extensive array of investment alternatives within the Raymond James service 1st culture where the advisor-client relationship is central to decision making: financial products, equities, and related investments, stocks, convertible securities, options, restricted securities, fixed income resources, fixed income overview, corporate bonds, preferred securities, auction rate securities, brokered certificates of deposit (CDs), government and agency securities, municipal bonds, pooled products, closed-end funds, money market funds, mutual funds, unit investment trusts. Call us today to schedule an appointment!