Jeffrey Alford
Regional Coaching Consultant at Fidelity Investments
Last Updated:
August 08, 2020
Cincinnati, Ohio, United States
Contact Information
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Company Information

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 i...
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 life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients' money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we've always believed by providing investors with access to the information and expertise, we can help them achieve better results. That's been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms ----- Fidelity is a privately owned investment manager focusing on a diverse set of customers. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts. ----- Fidelity is the online trading brokerage of choice, offering IRAs, retirement planning, mutual funds, ETFs, and more to help you meet your goals.
Location

245 Summer Street, Boston, Massachusetts, United States, 02205

Contact Number

(800) 343-3548

No. of Employees

53,000

Revenue

$15.9B

Social Links

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Keywords

retirement, investments, online trading, asset management, ira, 401k, mutual funds, stocks, etf, bonds, brokerage, cash management, hsa, 529 plans, annuities, life insurance, benefits consulting, stock plan services, investing, and business news, financial services, finance, e-commerce, consumer internet, consumers, internet, information technology & services, financial advising

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