What Types of Services Are Available at Fidelity Branch Offices?


Quick Answer

Fidelity branch offices offer customer account management, investment consultation, retirement planning and wealth management services. Experienced professionals in these investor centers provide expertise on a variety of financial products, such as stock and bond trading, IRA investment, life insurance and long-term care coverage.

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Full Answer

Fidelity experts are knowledgeable about financial market performance and can help customers determine financial goals and design a personal investment strategy, regardless of whether they are new to investing or have a large portfolio. Fidelity representatives also provide guidance on estate planning and inheritance, as well as advice about potential tax implications for investments.

Some branches hold free seminars on financial topics such as building an investment strategy, saving for retirement and planning for college. The company also offers seminars specifically for female investors. Fidelity has over 180 investor centers throughout the United States. Their addresses are available on Fidelity.com.

Many of the services provided by investor centers are available through Fidelity's website. Customers can open and manage accounts online and instant message an investment representative about their specific financial needs. The website offers stock quotes, investment research, a life event checklist and an extensive learning center featuring online courses and webinars for beginner, intermediate and advanced investors.

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