Quote:
Originally Posted by pinkshogun
Fidelity has an office about 10 miles away. Plus, my friends adviser helped me over the phone set up my account and when I went to the local branch to hand over my milk money (no bank transfers yet) they helped with putting their app. on my phone.
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I've met with my Fidelity rep in person, over Zoom, and by telephone seems like every 6 months. I don't have a separate financial advisor and rely on my Fidelity rep for that.