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Quality Products and Services

The strength and reputation associated with Fidelity Investments is the primary reason we are pleased to be working with National Financial Services LLC.

As a privately held business, Fidelity doesn't have the distractions of a publicly held firm, so it can continue to focus on providing quality products and services.

These products include:

  • The retirement product line, which offers a wide array of funding options and services to help meet a range of retirement planning needs
  • Access to a virtual supermarket of mutual fund and annuity providers.
  • A choice of Asset Management Accounts (AMAs) designed to combine your brokerage account with a range of banking features, including check writing and debit cards
  • Flexible money movement options to and from your brokerage account, including check, wire, and electronic funds transfers
  • Access to your brokerage account, quotes, market data, and bill payment features online
  • A comprehensive statement that gives you the convenience of having your investment activities in one place, helping you better manage your investments and plan your financial future
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