Comprehensive Wealth Management, Brokerage, and Retirement Solutions for Individuals and Institutions
Fidelity Investments is one of the largest and most respected financial services firms in the world, managing over $5.9 trillion in assets and overseeing more than $15 trillion in assets under administration.
Headquartered in Boston and privately held by FMR LLC, Fidelity offers a comprehensive suite of services including brokerage, wealth management, retirement planning, mutual funds, ETFs, and institutional investment solutions. The firm is known for its commitment to innovation, client-centric approach, and robust digital platforms that empower investors to achieve their financial goals. With a global presence spanning 11 countries and a workforce of over 78,000 professionals, Fidelity continues to lead the industry by delivering value, transparency, and long-term strategic insight
Fidelity Investments offers a wide range of financial plans and account types tailored to different goals and life stages. Here's a summary of the key options available:
🧾 Retirement Plans
401(k): Employer-sponsored plan with pre-tax contributions and potential employer matching.
403(b): Similar to 401(k), designed for employees of nonprofits and government agencies.
Traditional IRA: Tax-deferred growth with contributions made from earned income.
Roth IRA: Contributions made with after-tax dollars; withdrawals in retirement are tax-free.
SEP IRA & SIMPLE IRA: Retirement plans for self-employed individuals and small businesses.
💼 Investment Accounts
Brokerage Account: Flexible account for trading stocks, ETFs, mutual funds, and more.
Managed Accounts: Personalized investment strategies managed by Fidelity professionals or robo-advisors.
🏦 Cash Management
Cash Management Account: Combines banking features like bill pay and debit cards with investment access.
🎓 Education & Youth Accounts
529 College Savings Plan: Tax-advantaged savings for education expenses.
Custodial Accounts (UGMA/UTMA): Investment accounts for minors managed by a custodian.
Youth Account: For teens aged 13–17 to learn saving and investing with parental oversight.
🏥 Health & Estate Planning
Health Savings Account (HSA): Save for medical expenses with potential tax-free growth.
Inherited IRA: For beneficiaries of retirement accounts, with specific withdrawal rules.