Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.

The history of our firm is one of remarkable resilience with a singular focus, our client’s best interest. Our firm traces its roots back to the early 1990’s in New York City. With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley forming our own independent firm was the logical next step in servicing our clients... Read More about Clapboard Hill Private Wealth

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Southport, CT area, David Lalich will take the time to understand you and your goals, as well as those changing... Read More about David Lalich - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Southport, CT area, Noel I Forma will take the time to understand you and your goals, as well as those... Read More about Noel I Forma - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Southport, CT area, Robert Somma will take the time to understand you and your goals, as well as those changing... Read More about Robert Somma - Private Wealth Advisor, Ameriprise Financial Services, LLC

A seasoned financial advisor, Sabrina helps her clients and their families identify their financial and insurance goals.She knows no two clients are the same and uses careful listening to unlock the right strategies for you. Sabrina will help you build a customized plan to pursue your goals and, as your life changes, will continue to work with you closely and... Read More about Sabrina A. Angiolillo - Wilmington Advisors @ M&T

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.