Fidelity Investments is one of the largest financial services companies in the world, offering investment management, retirement planning, brokerage, and other financial products and services. As an investment giant managing over $11 trillion in total assets, Fidelity Investments has a broad presence across the United States, including an office location in Rochester, NY. This article will provide an overview of fidelity investments in Rochester – from the background of the company, its office and operations in the city, to the key investment products and services offered to customers in the region.
Background and History of Fidelity Investments
Founded in 1946 in Boston, Massachusetts, Fidelity Investments has grown to become a leading provider of financial services. The privately-owned company started out offering mutual fund management and has expanded over the decades into stock brokerage, wealth management, retirement services, and other areas. Today, Fidelity offers investment and financial solutions for over 40 million individual investors and 23,000 businesses and organizations. With over 50,000 employees worldwide, Fidelity Investments manages $11.3 trillion in customer assets as of 2021. The company has over 500 local offices across the United States to serve individual and institutional investors in person. Rochester, NY is home to one of Fidelity’s key office locations.
Fidelity Investments Office and Presence in Rochester, NY
Fidelity operates an Investor Center located at 145 Culver Road, Rochester, NY 14620 to serve customers in the greater Rochester metropolitan area. The Rochester investor center provides a wide range of financial services and investment solutions for individuals and businesses in the region. Customers can visit the Rochester Fidelity office to open investment accounts, get retirement planning advice, develop financial strategies with the help of Fidelity financial consultants, and more. The Rochester office has Fidelity representatives available to assist customers in person during business hours. Fidelity also offers virtual consultations and meetings for Rochester-area clients via its website and mobile apps. Fidelity’s Rochester team has financial consultants, retirement planners, stock brokers, and customer service specialists to help investors with their diverse needs.
Key Investment Products and Services Offered by Fidelity in Rochester
Fidelity Investments provides a comprehensive suite of financial products and services to customers in Rochester, NY and the surrounding region. Here are some of the key offerings available through Fidelity’s Rochester office:
– Brokerage Accounts and Trading – Fidelity offers discount brokerage services to trade stocks, ETFs, options, bonds, mutual funds, and more. Investors can open self-directed brokerage accounts with $0 minimums.
– Retirement Accounts – Fidelity provides IRAs, 401(k)s, and other tax-advantaged retirement accounts to help clients save and invest for the future. Rollover assistance is also available.
– Mutual Funds – Fidelity offers access to hundreds of mutual funds from Fidelity and other fund companies. Resources are available to research and invest in mutual funds based on goals.
– Financial Planning – Rochester customers can get help from Fidelity planners to develop comprehensive financial plans and strategies tailored to their needs.
– Managed Accounts – For hands-off investing, Fidelity provides robo-advisor services and discretionary asset management based on investor goals and risk preferences.
– Institutional Services – Fidelity works with businesses, non-profits, and other institutions in Rochester to offer retirement plan management, investment solutions, and more.
Whether you’re an individual just starting out or an institution managing billions in assets, Fidelity aims to deliver suitable investment products, insights, and services to help meet your unique financial objectives.
Fidelity Investments maintains a major presence in Rochester, NY to serve retail and institutional investors in the region. With experienced financial consultants and a comprehensive suite of brokerage, retirement, investment management, and planning services, Fidelity aims to be a trusted partner for financial success.