Rating Summary
“Fidelity is knowledgeable and helpful with 401K investing.”
- in debt, a low risk investor, on a strict budget
- Pros
- USEFUL, Rollover very easy, Knowledgeable, approachable professional, Treated like a best friend, Just transfer from checking account
Fidelity Funds IRA —
My husband has a Fidelity 401K with his employer. This is not the first investment services we've had but it is the first that takes an active interest in what you want for your money.
They educate you according to what you are planning to do with your money. If you are a high risk investor they have suggestions for that.
If you prefer to have your money work in a different way then Fidelity is capable of finding the right fit for your needs.
When the recession hit and the market took the plunge, our investments with Fidelity lost less money per share than any other investments we had. Because we were low risk investors some of our investments didn't lose money and some gained.
