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New Fido Investor Center: Columbia, MD
Old 10-29-2019, 11:44 AM   #1
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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.
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Old 10-29-2019, 12:28 PM   #2
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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
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Old 10-29-2019, 12:40 PM   #3
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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.
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Old 10-29-2019, 12:46 PM   #4
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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.
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