Fidelity Investments is an accountant in Sacramento, CA. The company provides financial services to individuals and businesses, offering specialized services including retirement planning, wealth management, brokerage accounts, and financial advice. Their offerings encompass trading and investing, spending and saving, and various investment products such as stocks, ETFs, and crypto.
The firm provides tools for long-term financial planning, including Roth IRAs, HSAs, and 529 accounts for education savings. Clients can utilize brokerage accounts with zero commissions for US stock and ETF trades and access fractional shares. Fidelity offers a disciplined approach and objective insights to assist customers through different market conditions. For those seeking personalized guidance, the company provides access to dedicated advisors to build comprehensive wealth management strategies. Support is available through various channels, including a 24/7 digital assistant, live chat, and social media platforms.
Fidelity Investments serves the Sacramento area by providing integrated tools and a wide range of financial products designed to help customers achieve their most important financial goals.