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Fidelity Investments

1.3 (7 reviews)

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Investment management

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5 years ago

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5 years ago

Making good returns then they call you. Tell you hey. Zero funds best. Not! Don't do it

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Charles Schwab

Charles Schwab

(1 review)

In our current economic situation, the majority of us are looking for ways to save money. Specially…read morein the banking industry. I was a personal banker with Chase in one of their Sugar Land branches. When I had to leave Chase due to health reasons, I looked for ways to save on fees. Online or virtual banks seemed like the right fit for me. I had seen this Charles Schwab location and walk in one day. I was told that the office was mainly for investment accounts but they did handle some aspects of retail banking here. Upon further discussion, the banker explained that I could open a brokerage account with $0.00. There was no obligation on my part to trade. I could open two interest bearing retail accounts, one checking and one savings. Opening deposit required; you guessed it, $0.00! I proceeded to open the three accounts after learning that my debit card would not incur any ATM fees. Any ATM around the world. Schwab Bank will credit ATM fees in a monthly settlement. Believe me I have withdrawn GBP in London and Euros in Paris as well as Rupees in Mumbai and Rajula, India. Bill pay is free of course. The bank will mail you free check books, deposit slips, prepaid mailing envelops and preprinted return address labels in case you use your own envelop. Sorry, no free USPS stamps. The bank has a toll free number that is answered by a human banker available 24 hours a day. I transferred my money from Chase and started real free banking.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Julia Agosto - Keller Williams - Upcoming event

Julia Agosto - Keller Williams

(1 review)

Julia is the kind loan officer any conscientious real estate professional would love as part of…read moreher/his team. She takes time to consult with each client in preparation for going under contract. Once the process is underway she COMMUNICATES on a regular basis to closing. I highly recommend her to anyone in search of a mortgage loan and to any real estate agent looking for a professional, dependable and communicative loan officer. Julia knows her stuff. She rocks!

From the owner: Julia Agosto Realtor - Keller Williams Southwest…read more As a dedicated real estate agent serving Houston, Sugar Land, and Fort Bend County, I specialize in guiding first-time homebuyers, sellers, and investors through every step of the real estate process. With 8 years of experience in the industry, I provide comprehensive solutions for buying, selling, and investing in residential properties. Whether you're looking to make your first home purchase or sell your property for top dollar, my focus is on providing personalized service with attention to every detail. Being a Houston local, I understand the unique aspects of this dynamic market. My mission is to make real estate transactions stress-free, transparent, and tailored to your needs. I am committed to delivering top-notch service with a friendly, approachable style, ensuring your goals are met with confidence and success. Services Offered: Buyer Representation (Specializing in First-Time Homebuyers) Seller Representation Investment Property Consultation Market Analysis & Pricing Strategy Comprehensive Home Marketing Plans

Fidelity Investments - investing - Updated May 2026

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