Fidelity

This downtown Boston listing represents Fidelity Investments, the Boston-based financial services company. Fidelity offers brokerage accounts, Roth IRAs, health savings accounts and 529 education savings accounts, and customers can work with a dedicated Fidelity advisor to build a comprehensive wealth management strategy around their goals and changing needs. It serves both investors who want to get started on their own and those who want professional guidance.

The company frames its service around four stated standards: responsibility in making sound long-term judgments in customers’ best interests, integrity, compassion and expertise. It promises a clear, straightforward experience, guidance as life changes, a wide range of integrated tools and products, and value and transparency at every step. Fidelity was founded in Boston in 1946 and remains privately held, and it says its disciplined approach has helped generations of customers through all kinds of markets.

What to Know

• Fidelity Brokerage Services can be reviewed on FINRA’s BrokerCheck.
• An online questionnaire suggests account options based on a customer’s goals.
• The location is a member of the Downtown Boston Alliance.