Fidelity Investments – By Appointment Only

Fidelity Investments - By Appointment Only is a financial planner in Winston-Salem, NC. The firm provides a wide range of financial products and services for individuals and businesses, including wealth management, retirement planning, trading, and investing. Their offerings encompass brokerage accounts, Roth IRAs, HSAs, and 529 accounts for education savings. The business holds a 4.00 rating.

The company provides various tools to help customers plan and achieve financial goals through a disciplined approach and objective insights. Clients can utilize brokerage accounts to trade US stocks and ETFs with no commissions. For healthcare and education, the firm offers HSAs with no account fees or minimums, as well as 529 accounts that allow for tax-deferred growth and tax-free withdrawals for qualified education expenses. Individuals can collaborate with a dedicated advisor to build comprehensive wealth management strategies designed to meet evolving needs.

Fidelity Investments - By Appointment Only provides specialized financial services and investment tools to the Winston-Salem community.