Fidelity

Investments

We are pleased to team up with Fidelity Investments as our preferred custodian for our clients' brokerages account.

Whether it is a single or joint brokerage account, IRA, Roth, SEP, SIMPLE, Trust, Corporate or other form of account, Fidelity brings vast resources and service to our clients.

While we work directly with the Fidelity Institutional Brokerage Group, the "wholesale" side of Fidelity, our clients also have access to Fidelity.com and the "retail" side of Fidelity to view their accounts 24/7 or avail themselves of any of the investment or analytic tools available on that site.

Whether you are a current client or not, you can log on to Fidelity.com by clicking on the link above and see for yourself we we chose to go with the best!

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