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Fidelity ® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Personalized Portfolios accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser.

Customized planning and investment management, designed for your full financial picture, led by your dedicated Fidelity advisor with support from a team of specialists. Comprehensive planning, advice, and investment management, delivered by your own dedicated wealth management team.

2024年3月27日 · These pros may go by the name of financial advisor, wealth manager, or financial planner, among others. Unfortunately, finding financial professionals you can trust—and afford—isn't always easy. Here are a few ways to get started.

Connect with a Fidelity advisor to build a personalized financial plan and achieve your investment goals.

Work with a dedicated Fidelity advisor who can help you prioritize your financial goals and plan for your full financial picture. Connect with an advisor today.

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

Our Wealth Advisor Solutions program connects you to third-party independent investment advisory firms specializing in unique investment and financial planning solutions, allowing you to pursue additional opportunities while maintaining your relationship with your Fidelity advisor.

Find the Fidelity Investments branch office / investor center nearest to your location and connect with a Fidelity Advisor.

2024年12月18日 · Whether an advisor is proactively making suggestions or simply validating the moves you've made on your own initiative, their impartial, objective, and informed analysis can help give you the confidence you may need to stay the course through the ups and downs of …