Services: At Fidelity, wealth management means people can have a dedicated financial advisor who will work with them and for them, providing clear recommendations to help people grow and protect their wealth. Backed by industry-leading research and analysis, Fidelity provides straightforward one-on-one guidance, expert insights and investment tools, and a large range of investment products including stocks, options, ETFs, mutual funds, bonds, CDs, and precious metals. They also can provide annuities. Planning for the future means planning for the curve balls, the surprises, and the joyful moments. Fidelity can help people reach their goals by helping prepare a financial plan—one flexible enough to weather all of life’s ups and downs.
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