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Fidelity Investments

At Fidelity Investments, we believe in making the complexities of investing a simpler process, whether you work with us in person, on the phone or online. From investing, to financial planning and pricing, our goal is to be straightforward and help you with YOUR unique needs and interests.

Fidelity Investments can help you with your financial planning, from the complexities of wealth management, to the your retirement needs. And, with low minimums, no annual account fees, and competitive prices, we help your money go further. In fact, we will even provide you easy-to-use tools and offer you insights from our team of specialists so you can utilize investing tools that work for you and your finances.  For Lake Norman region residents, Fidelity Investments' Birkdale office in Huntersville is open to help you with your financial planning.

Learn why Fidelity Investments is highly-rated by customers and industry experts, to open an account or to see all the advantages to investing with Fidelity, check out their website here.

Fidelity Investments was just named 2017 Best Online Broker by Barron's and rated Best Online Broker in 2017 by Investor's Business Daily, PLUS the only firm rated #1 in 2016 by Kiplinger's, Barron's and Investor's Business Daily.