Fidelity Investments: Missouri's Top Financial Partner?

Fidelity Investments is a financial services company that provides mutual funds, brokerage services, retirement plans, and other financial services. The company has several locations in Missouri, including Chesterfield and St. Louis. The Chesterfield branch is located at 16090 Swingley Ridge Road, Suite 100, and the St. Louis branch is located at 1524 South Lindbergh Boulevard. Both branches offer financial planning services and can be contacted for appointments or further information.

Fidelity Investments' Chesterfield branch

Fidelity Investments has a branch in Chesterfield, Missouri, located at 16090 Swingley Ridge Road, Suite 100. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. and is managed by Nicholas Simokaitis.

Fidelity Investments offers a range of financial services, including mutual funds, brokerage services, retirement plans, asset management accounts, money market funds, and tax-exempt investments. The Chesterfield branch provides financial planning services by appointment only. Customers can schedule a planning appointment to collaborate on a financial plan, discuss goals and investment strategies, and receive guidance on specific situations.

Fidelity Investments has a total of 81 locations across the United States, including multiple branches in Missouri, such as St. Louis-Ladue and Kansas City. The company also provides a 24/7 customer service centre and online support to assist customers with their inquiries and needs.

Fidelity Investments' St. Louis-Ladue branch

Fidelity Investments has a branch in St. Louis-Ladue, Missouri, located at 1524 South Lindbergh Boulevard, St. Louis, MO 63131. The branch is situated in The Village at Schneithorst's, occupying a convenient spot on the southeast corner of South Lindbergh Boulevard and Clayton Road, directly across from Plaza Frontenac.

The St. Louis-Ladue branch of Fidelity Investments offers a comprehensive range of financial services, including mutual funds, brokerage services, retirement plans, asset management accounts, money market funds, and tax-exempt investments. Clients can avail of financial planning services by appointment only, with the branch operating from 8:30 a.m. to 5:00 p.m., Monday through Friday. Free parking is available on-site for customers.

The branch manager of the St. Louis-Ladue office is Ross McNabb, and the dedicated phone line for this location is 800-777-1910 during office hours. Customers can also contact the 24/7 Fidelity Customer Service Center at 800-343-3548 for any queries or assistance.

Fidelity Investments is committed to helping its clients achieve their financial aspirations. The company provides a diverse array of investment options and financial planning services, catering to both individuals and businesses. With a focus on retirement planning, wealth management, and investment strategies, Fidelity Investments offers guidance and tools to empower its clients in making informed financial decisions.

Fidelity Investments' services

Fidelity Investments is a financial services company that offers a range of investment and financial planning services. The company has a number of locations in Missouri, including in Chesterfield and St. Louis. Here is an overview of some of the services provided by Fidelity Investments:

• Mutual Funds and Mutual Fund Investing: Fidelity offers a wide range of mutual funds, providing investors with diverse investment options and professional money management.
• Financial Planning: Their financial advisors help clients create comprehensive financial plans, discuss investment strategies, and provide guidance on specific financial situations.
• Retirement Planning: Fidelity assists individuals and small businesses with retirement planning, offering services such as IRA accounts and 401(k) plans.
• Brokerage Services: They provide brokerage services through Fidelity Brokerage Services LLC, enabling clients to buy and sell various financial products, including stocks, bonds, and funds.
• Asset Management: Fidelity offers asset management accounts to help individuals and institutions manage their investments and achieve their financial goals.
• Money Market Funds: They provide money market funds, which offer investors a way to maintain liquidity while potentially earning a higher yield than traditional savings accounts.
• Tax-Exempt Investments: Fidelity offers investment options that are tax-exempt, helping clients minimize their tax burden and maximize their after-tax returns.
• Medicare Services: Fidelity Medicare Services provides support and guidance to clients navigating Medicare, including education, enrollment, and ongoing support.
• Long-Term Care Planning: They assist clients in planning for long-term care needs, helping them make informed decisions about their future care and associated financial considerations.
• Health Savings Account: Fidelity offers health savings accounts (HSAs) that allow individuals to save for medical expenses and potentially benefit from tax advantages.

Fidelity Investments provides a comprehensive range of financial and investment services to help individuals and businesses achieve their financial goals. Their services are designed to cater to a variety of client needs, from investment advice and retirement planning to tax-efficient strategies and long-term care planning.

Fidelity Investments' ratings

Fidelity Investments has received numerous ratings and reviews from customers and independent financial platforms. Here is a detailed overview of the ratings:

Customer Reviews:

Fidelity Investments has received mostly positive reviews from its customers. On the Better Business Bureau (BBB) website, the company has an average of 180 customer reviews, with 1,138 complaints closed in the last three years and 431 complaints closed in the last 12 months. The BBB gives Fidelity an overall rating of 4.5 stars out of 5, with customers praising the company's low costs, responsive customer support, extensive research tools, and educational resources.

Bankrate Review:

Bankrate, an independent financial website, gives Fidelity Investments a highly positive review, highlighting its low costs, customer-first approach, elimination of pesky fees, and extensive research and educational offerings. They particularly recommend Fidelity for beginners and long-term investors. Bankrate gives Fidelity an overall rating of 5 stars out of 5.

NerdWallet Review:

NerdWallet, another reputable financial website, rates Fidelity Investments highly, praising its $0 trading commissions, extensive selection of no-transaction-fee mutual funds, top-notch research tools, and highly-rated mobile app. They also highlight Fidelity's strong customer service and zero-fee index funds. However, they note that Fidelity charges a relatively high broker-assisted trade fee and does not offer futures trading. Overall, NerdWallet gives Fidelity a positive review, making it a good choice for most investors, except those specifically looking for futures trading.

Awards and Recognitions:

Fidelity Investments has also received numerous awards and recognitions from different platforms:

• NerdWallet's Best App for Investing and Best Online Broker for Beginning Investors in 2022, 2023, and 2024.
• StockBrokers.com's #1 Overall Broker in 2022, 2023, and 2024.
• Kiplinger's Best Online Broker and Best Broker for Low Costs in 2023.
• Investopedia's Best Overall Online Broker, Best Broker for ETFs, and Best Broker for Low Costs in 2023.

Fidelity Investments' contact information

Fidelity Investments has two Missouri branch locations: Chesterfield and St. Louis-Ladue. Here is their contact information:

Chesterfield Branch

Address: 16090 Swingley Ridge Road, Suite 100, Chesterfield, MO 63017

Phone: 800-544-2270 (office hours only)

Email: Use the 'Contact Us' link on the website

Office Hours: Monday to Friday, 8:30 a.m. - 5:00 p.m.

Branch Manager: Nicholas Simokaitis

St. Louis-Ladue Branch

Address: 1524 South Lindbergh Boulevard, St. Louis, MO 63131

Phone: 800-777-1910 (office hours only)

Email: Use the 'Contact Us' link on the website

Office Hours: Monday to Friday, 8:30 a.m. - 5:00 p.m.

Branch Manager: Ross McNabb

For both branches, you can schedule a planning appointment to collaborate on a financial plan, discuss your goals and investment strategies, or get guidance on a specific situation. You can also connect with the branch online to see if they can help you without needing to stop by in person.

Additionally, you can reach the Fidelity Customer Service Center 24/7 at 800-343-3548 or through the ''Contact Us' link on their website.

Frequently asked questions