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Fidelity Investments

Fidelity Investments

 
 
 
 
 
 
 
 
 
 
 
 
Finance & Insurance >> Financial

Fidelity Investments

5200 Tamiami Trl N, Suite 103
Naples, FL 34103 | map | directions
Dana Gillette Dana Gillette
(239) 596-3303
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: from 23 million people investing their own life savings, to 20,000 businesses needing help managing their employee benefit programs to 10,000 advisors and brokers needing technology solutions to invest their own clients’ money. Privately held and with 40,000 employees around the world, Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products. Local investors can access Fidelity’s guidance and investment tools via the Internet, by telephone or in person, working with Fidelity representatives at their area Investor Center located at 350 Fifth Avenue, Suite 100, in downtown Naples. Fidelity’s downtown Naples Investor Center provides customers with personalized service and state-of-the-art technology to help them develop strategies for a variety of financial goals. At the local branch, investors can meet with Fidelity representatives to evaluate retirement readiness and prepare a retirement income plan; conduct a comprehensive portfolio review with Fidelity-trained specialists; access useful information on estate planning, charitable giving, life insurance and college planning; utilize interactive kiosks to conduct equity research, place trades and manage accounts; participate in a range of free educational seminars and workshops. For more information, visit www.Fidelity.com. Or to make an appointment at Fidelity’s downtown Naples Investor Center, call 239-216-4356.