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Fidelity Investments is a privately-held financial investment firm that provides retirement, brokerage and wealth management services. Founded in 1946 and based in Boston, Massachusetts, the firm caters to individual investors and businesses alike. Fidelity also invests in public equity and fixed income markets internationally and manages equity, fixed income and balanced mutual funds.
- Marketplace service that compares top-rated insurers
- Fiduciary-led company
- No on-going fees
- Offers Personal Pension Plans and income annuities
- User-friendly quote calculator
- Helpful diagnostic tools and guides
Latest Fidelity Reviews
eware of being talked into a NY Life Annuity... At this point, I recommend knowing and understanding the answer to at least the 6 questions below before locking in an annuity. If I had known the actual growth and penalty I WOULD NOT have opted for an annuity that I would have to pay them to get a portion of my money back. What is the bottom line growth rate after expenses? Is there a Maturity Date, and When is it? How much money do I lose each year, if I withdraw before maturity? How many years do I expect to live? How many years before I expect to start withdrawing or needing a monthly stipend from my savings? What interest rate would I have to earn to exceed the amount... Read More
One aspect clients may find appealing is that they can head to one of Fidelity's brick and mortar investor centers to talk to a specialist in person about its annuity products. For those just getting their feet wet, the site offers helpful articles, rates of return by state, fact sheets, and more.