"When I retired in 2005, I worked with Fidelity to set up accounts that would work for my wife and I. She died in 2012, and I needed to move to be closer to my grandchildren. The home I had in Georgia didn't give me sufficient funds to buy into the Washington DC area. I worked with my Fidelity Rep who offered some options I wasn't aware of. That, coupled with savings from my other brokerage account, allowed me to buy a home that satisfies all the location issues. I am now enjoying frequent interaction with my son's family and the time with my grandchildren is priceless. Thank you Fidelity."
— Dudley U.