Investing with Fidelity: A Trusted Choice

by | Jul 7, 2023 | Fidelity IRA

Investing with Fidelity: A Trusted Choice




Fidelity Investments doesn’t just believe in inspiring better futures and outcomes for their customers, they also believe in inspiring their employees to feel empowered in the communities where they live and work. For the past seven years, their 1,800+ employees throughout Utah have participated in Utah’s Clear the Air Challenge, and their commitment has stopped almost 300 tons of carbon emissions from entering Utah’s air. Fidelity even offers each of their Utah employees a fully subsidized Utah Transit Authority pass as part of their benefits package. Since 2007, they’ve reduced their paper usage by 48 percent, their municipal water usage by 20 percent, and their greenhouse gas emissions by 23 percent….(read more)


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Fidelity Investments: A Leader in Financial Services

When it comes to financial services, Fidelity Investments undoubtedly stands out as a prominent player in the industry. With a rich history spanning over seven decades, Fidelity has established itself as a trusted provider of investment management, retirement planning, brokerage services, and wealth management solutions.

Fidelity Investments was founded in Boston, Massachusetts in 1946 by Edward C. Johnson II. Since its inception, the company has remained independent, which has allowed it to focus solely on its clients’ best interests rather than on profit maximization for shareholders. This commitment to client-centric values has played a crucial role in Fidelity’s success and helped it build strong relationships with both individual and institutional investors.

One of Fidelity’s distinguishing features is its wide range of investment options. From mutual funds to exchange-traded funds (ETFs) and managed accounts, Fidelity offers a diverse selection of investment vehicles tailored to cater to different investor needs and objectives. With its extensive fund lineup, Fidelity has become one of the largest asset managers globally, managing assets totaling hundreds of billions of dollars.

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Furthermore, Fidelity’s technological innovation has been instrumental in enhancing the user experience. Fidelity’s online trading platform allows clients to access their accounts, conduct research, perform transactions, and avail themselves of a plethora of tools aimed at helping them make informed investment decisions. The company has also embraced the technological revolution by providing its customers with mobile applications that conveniently enable them to manage their investments on-the-go.

Aside from its investment management services, Fidelity is renowned for its retirement planning solutions. The company offers a wide array of retirement accounts, such as Individual Retirement Accounts (IRAs), 401(k) plans, and Keogh plans. Fidelity’s expertise in retirement planning has garnered accolades and recognition from industry experts and clients alike.

Fidelity Investments has also established itself as a leader in wealth management. The company’s Private Wealth Management division caters to high-net-worth individuals and families, providing them with personalized financial advice, tailored investment strategies, and estate planning services. Fidelity’s commitment to understanding its clients’ unique situations and providing relevant solutions has contributed to its reputation as a trusted partner in wealth management.

Furthermore, Fidelity has been dedicated to fostering financial literacy and education. The company provides a vast array of educational resources, including articles, webinars, and videos, to help individuals enhance their financial knowledge and make informed investment decisions. This commitment to empowering individuals with financial education sets Fidelity apart from its competitors.

In addition to its dedication to clients, Fidelity is also committed to corporate social responsibility. The company actively supports various philanthropic initiatives, with a focus on education, health, and community development. Through its charitable foundation, Fidelity has made significant contributions to improve the lives of individuals and communities, showcasing its commitment to giving back.

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In conclusion, Fidelity Investments has rightfully earned its reputation as a leader in the world of financial services. With its client-centric approach, innovative technology, diverse investment options, and commitment to education and social responsibility, Fidelity continues to excel in meeting the financial needs of individuals, institutions, and communities alike.

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