Fidelity Investments is a leading financial services firm offering a comprehensive range of investment solutions and wealth management strategies to individual investors, businesses, and institutional clients. With a strong presence in Lake Grove, New York, Fidelity provides tailored support through its Investor Center, helping clients navigate their financial journeys with personalized guidance. Known for its innovative technology platforms and customer-focused approach, Fidelity enables investors to manage portfolios, plan for retirement, and pursue broader financial goals.

The firm offers access to an extensive selection of mutual funds, ETFs, stocks, and fixed-income products, supported by in-depth research and robust digital tools. Fidelity also provides educational resources, workshops, and personalized reviews to empower clients at every stage of their financial life. Its commitment to low-cost investing and transparent pricing underscores its mission to help clients grow and maintain long-term wealth. With a reputation for integrity and innovation, Fidelity remains a trusted name in the financial services industry.

Website: https://www.fidelity.com/branches/investor-center-lake-grove-new-york-11755?ccsource=local_search

Key Services:

– Investment management and portfolio planning
– Retirement planning (IRAs, 401(k) rollovers, etc.)
– Brokerage services and online trading
– Wealth management and personalized financial advice
– Mutual funds, ETFs, stocks, and bonds
– Estate and tax planning resources
– Managed accounts and financial planning tools
– Market research and investment analysis
– College savings plans (529 plans)
– Investor education programs and in-person consultations