Personal Investing

Personal Investing

Our number one priority is you.
Today's complex marketplace makes working with an experienced, objective financial professional more important than ever. Our financial advisors and representatives stand ready, willing and able to assist you in navigating the market and outlining a personalized investment strategy designed to help you achieve your financial goals. Because we are an independent firm, our advisors and representatives have the freedom and flexibility to choose from a diverse array of product and service offerings—with no pressure to sell proprietary products—so they can make investment recommendations that are truly in your interest.

Your account is protected.

Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including up to $100,000 for cash awaiting reinvestment). NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 1-202-371-8300.