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Fidelity Funds IRA

Fidelity Funds IRA Reviews



Overall 4.5 star rating4.38 of 5 (by 8 users)


Fidelity Funds IRA Ratings and Reviews

items/page: 15 | 30 | 50 displaying 1 to 8 of 8 sort by: most helpful | date | rating


1
helpful
vote
on a budget, fifty something, good with money, Hopeful, a numbers person, Invested in my future, conservative

JAN
5
2008
$2000 each at tax time.  $1000 a month in the 203B so his net income is less for IRS to tax us.  Great ideas the great guys & gals at Fidelity give us to retire nicely & save tax money every year.  Then the addition of a Money Market that was at 6% at its high to 4.9 at its low & no bank can say that.  So we have free checking at the bank for direct deposit to go into.  Bills are paid online from that & spare money, less $200 fun money a month, is transferred to Fidelity for Money Market.  If we see a stock we want the money comes from the Money… read full review »
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5 star rating
MacGyver
Cleveland, OH



1
helpful
vote
a low risk investor, on a strict budget

APR
25
2008
I had to retire very early, due to health issues and had to decide how to handle my 401K. I also had 2 smaller amounts with different institutions from previous employers. — I decided to combine all 3 into one account that I could view on-line and access if needed. I did some research and then called Fidelity. I cannot praise the folks that I dealt with at Fidelity enough. Pleasant, knowledgeable, patient and reassuring. — I was very anxious about facing the future, with no income of my own - to be dependant on my husband, not to say he is not supportive and a good provider but… read full review »
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5 star rating
reviewer
Tip
Rockwall, TX



D
Invested in my future

APR
26
2008
   I have been with fidelity for many years, and I am glad I have, It has been a easy investment for the future, and being online; I have been able to track it more easier. It has many online tools so you can check different investments, or you can see if you are saving enough for the future. Plus it has the added  feature that if you need a low interest loan, you can borrow against your investment; and when you pay back the loan, you pay the interest and loan back into  your investment. All and all it has been a worthwhile experience, Anyone planing on investing in… read full review »
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5 star rating
reviewer
timthetoolman60
Winchendon, MA



D
an moderate investor

MAY
13
2008
Fidelity has been my companies choice for 401k investing. Their website is very informative because they list all their information as well as each stock that is available and the corresponding information that goes with each stock. I also have had to contact Fidelity on many occassions, even though they have a horrible automated phone system their service reps. are very professional, knowledgeable and helpful. I would recommend Fidelity for any one who is looking to invest for their… read full review »
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5 star rating
reviewer
mchelb1
Lima, OH



D
an aggressive investor

APR
24
2008
I have received an account at work as my copmany chose them. I am happy. I can call in inf I have a ny question s and I always get good treatment. The guys on the support line are professiona, that 's wat I want from my 401 k. I was able to rollover my profile easily. Would recomend it to anyione. The only dissapointment I had was that their offices were not affiliated with the 401 k program so I had to call and couldn't tak to anyont on… read full review »
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4 star rating
reviewer
LanaDay
South San Francisco, CA



D

APR
28
2008
I bought Destiny as my first IRA 23 years ago. It has been a good investment for my retirement. I would recommend this family of funds for a conservative investor. I have just recently rolled over this fund into something else that is a little more aggressive in my returns. I would recommend this family of funds for someone that is new to the idea of investing in the market and is nervous about losing money. — —… read full review »
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3 star rating
mturner
Trussville, AL



D
in debt, an moderate investor, on a strict budget

APR
29
2008
Fidelity offers a wide range of products and services to it investors to assist them with meeting all their investment goals. The online planning tools are extremely helpful to even the most novice investor. You can reach an investment associate by phone, email, live chat and by visiting a branch office. I think they offer the best features at the lowest… read full review »
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4 star rating
reviewer
laurajay
Roanoke, TX



D
an moderate investor

MAY
3
2008
Fidelity has very friendly interface, it is easy to find out the transction history, balance, and year to date change. It will be better if more details of the mutual funds will be provided. Also it's better if it provide some mutal fund selection tools. In a word, I like it.… read full review »
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4 star rating
reviewer
windbell123
Davis, CA



Reviews of Fidelity Funds IRA