Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
New Fido Investor Center: Columbia, MD
Old 10-29-2019, 11:44 AM   #1
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,823
New Fido Investor Center: Columbia, MD

Fidelity seems to be more proactive offering free FA services. I had to call on a separate matter and they offered a face to face meeting at one of their local offices.

According to the advisor I spoke to by phone, he expects they will have a new location very close to me in Columbia, MD which is halfway between DC and Bímore. Iím looking forward to this but Iíll miss the Old Money atmosphere at the Annapolis center.

New center expected 1st qtr of 2020.
__________________

__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 10-29-2019, 12:28 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Mar 2011
Posts: 6,161
Our primary outfit is T Rowe, but we have a Fido center about 3 miles away from us where we have a secondary account.

The one thing I don't like is that you walk up to a counter and there are 2 or 3 other people talking to an agent right next to you.

I was having a conversation involving almost a million dollars and the guy opening an account with $500 was able to listen in to everything I said. You'd think they'd take you to a private room when discussing sizable amounts.

We also use the Fido center in Fort Lauderdale and they have a much better layout for privacy. Hope your new place is like that one.
__________________

__________________
Living well is the best revenge!
Retired @ 52 in 2005
marko is offline   Reply With Quote
Old 10-29-2019, 12:40 PM   #3
Moderator
braumeister's Avatar
 
Join Date: Feb 2010
Location: Flyover country
Posts: 14,507
Quote:
Originally Posted by marko View Post
The one thing I don't like is that you walk up to a counter and there are 2 or 3 other people talking to an agent right next to you.
The one near me used to be like that. They remodeled it last year and now it's really nice with good privacy. I believe it's a gradual process to improve all their B&M locations like this.
__________________
I thought growing old would take longer.
braumeister is offline   Reply With Quote
Old 10-29-2019, 12:46 PM   #4
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 4,962
My "counter meeting" was just to get some paperwork started. The investing part was in an office with an adviser and an appointment.
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Fido bill pay and the newer Fido CC bingybear FIRE and Money 6 03-02-2017 08:44 AM
Off Center Is The New Center easysurfer Other topics 4 12-03-2013 04:14 PM
Salmon fishing...British Columbia itsmyparty Travel Information 4 08-31-2011 10:25 AM
Columbia Professor Jeffrey Sachs Says America in Decline, Politicians Corrupt haha FIRE and Money 61 03-18-2011 11:54 AM
Beautiful British Columbia Meadbh Travel Information 40 07-21-2008 12:24 AM

» Quick Links

 
All times are GMT -6. The time now is 07:18 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
×