Our customers share their experiences saving for retirement, tackling life's financial challenges, and how partnering with Fidelity has made all the difference.
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Our customers share their experiences saving for retirement, tackling life's financial challenges, and how partnering with Fidelity has made all the difference.
"When both of my daughters were born in the 1980s, we started an investment account for both of them, for their college fund. We never knew if we'd have enough for college, but over the years, little by little, with solid investment guidance from Fidelity, when the time came, their college education funds carried them through their whole college careers. Fortunately, some is left over and they are now in their mid- and late 20's. Now we've got a head start on our grandchildren's college funding, all because of steady, small investing, and Fidelity's help over the years. We never turned down the chance to save money for our goals, and we never had doubts about the investing guidance and safety of our savings with Fidelity."
— Rob F.
"After my mother died, it was very important to manage the inheritance she had left to me with great care. My Fidelity representative and Fidelity's customer support reps were incredibly helpful in outlining the portfolio strategies I should consider and in explaining how I'd have to manage an inherited IRA, which was foreign territory to me. I hope I have done my mother proud!"
— Don W.
“With Fidelity’s help, I retired early from a career of developing ways to build light bulbs. As a result, I was able to start working with my daughter, who is autistic, and help her develop life supporting skills. I have continued my skills through inventing user-friendly products that help people with disabilities. These products are made in the USA by people with disabilities like my daughter. The jobs give them independence. They take pride in their work knowing they are making a contribution. Thank you, Fidelity.”
— Bill T.
"At age 56, having years in a factory and many companies handle my 401(k), I retired and took a warehouse job. My new 401(k) was with Fidelity. Now my wife, mother-in-law, two sons, my doctor, and his office all have Fidelity accounts. Service has been the best and all the people that I have dealt with have been great."
— Ken P.
"I'm a recently retired 65 year old self-directed investor. With limited experience and even less know-how, but my net worth has doubled over the last decade in spite of the recession. While I would like to think I am some sort of a self-made success, I know Fidelity made it all easier for me. The help and clarification I got from their Reps was always a big help. They were always patient and treated me like a valued customer."
— Nicholas K.
"I like Fidelity for many reasons. Their online services provide me flawless information on my accounts. When I have a question I can call Fidelity and am connected to a well-trained person that always answers my question. They then ask if I need anything else. Quality people provide quality service. I feel as though they work for me not for Fidelity."
— William G.
"I sleep much better now. Like everyone else, my portfolio was heading south on a slippery slope in 2008-9. My Fidelity Rep called and told me about an annuity that could benchmark annually and continue to appreciate once the market rebounded. Last year I began taking my mandatory distribution. You might call it luck, however, I call it trust in some very good guidance from Fidelity. So I sleep like a baby, have a monthly retirement income beyond my wildest expectations and am so thankful I said 'let's do it' when my Rep made this suggestion. Thank you Fidelity, for nearly 30 years you've never let me down."
"I've been retired now for 4 years and I'm totally satisfied with Fidelity. Prior to retiring, my wife and I had our retirement accounts at multiple institutions making the task of keeping track difficult and not much fun. In the 10 years prior to retirement I went to work for a company that used Fidelity for 401(k) management along with many other benefits. I was impressed with the service and started migrating my other retirement accounts to Fidelity. After my wife retired we migrated her multiple retirement accounts to Fidelity. Now it's really simple to stay on top of all of our accounts. We have a wonderful Rep and his guidance is spot on and well received!"
"After becoming a widow at 39, I reached out to Fidelity to guide me into the transition of making important financial decisions that would help me secure my future retirement goals. From the time of my initial phone call to my personal meetings with my Rep, everyone was so friendly and helpful. They made me feel extremely comfortable to ask any questions. I know they make all decisions in my best interests, and I completely trust them. I have and will continue to recommend them to co-workers and friends."
"I was a lucky guy during my working days because I worked for a company that had a 401(k) program. This made me look at the market and make my investment choices. When the time neared for me to retire, I looked to see who my company was doing business with and it was Fidelity. My thought process that if my company was doing business with Fidelity, why shouldn't I? So on retirement, I moved my money to Fidelity. They helped me in setting up a program that met my needs while continuing to grow my portfolio. It was this personal care that got me through the 2008 market bust and kept me on the right track to recover the losses while still investing to meet my needs. We stood together shoulder to shoulder and are now continuing to reap the rewards of doing so. Fidelity has steered me to alternating my portfolio according to my financial situation and their professional opinions as to where I should be at in the market. Without their close knowledge of my situational changes, who knows?"
"When my husband passed away in 2008, I inherited his Fidelity retirement account. At that time, I was not yet old enough to retire and the thought of retiring and living on my own was daunting! But, by 2012, I had one year before I could retire and I continued to be scared of the fact that I would not be able to match my salary with my Teacher retirement funds. But I had been working with my Fidelity Rep to help me use my husband's Fidelity account so I could continue living a comfortable life. I retired in 2013 and my fears of living alone have subsided since the plan my Fidelity Rep and I developed not only supplements my TRS funds but it continues to grow!"
"Some years ago I was thinking of retiring soon, at that time. I needed to check into what needed to be done to roll over my 401(k) and ask some general questions about retiring. From the first visit at the Fidelity office in Houston, I felt as though I was a long time customer, even though that was my first contact with Fidelity. I soon after retired and started that new phase of my life. Ever since that first contact with Fidelity, Fidelity has and continues to help me monitor and make me aware of things that I need to be doing with our finances to make sure the present and future needs are properly organized. I can't thank Fidelity enough for their help and guidance and making me feel like one of the family."
"We've been a customer of Fidelity for many years. At the same time, we had an account with another large and reputable brokerage firm. However, as time progressed, it became very clear that Fidelity provided a package of total service which I felt would be needed as I headed toward retirement. As we consolidated with Fidelity, our experience with their professional handling of our accounts was without comparison. They were standing out ahead of everyone in accounting, service, tools, knowledge, support, and access to a very wide range of products. Eventually, we were assigned a single Rep who has been providing regular evaluations and suggestions. This has now evolved into Fidelity managing a couple of our accounts while gaining experience with this new service. This could not have been timelier because only 3 short years ago I was diagnosed with a serious health issue. Now I feel confident that Fidelity will always be there for us guarding our hard earned assets."
"When I was 60, my job was eliminated for the second time in about a 4 year period. I quickly found the job hunt to be exasperating at my age and, quite frankly, was tired of working in Corporate America. I had been saving for retirement for a long time, however, I didn't know if I could afford to retire at 60. Well, I called my Fidelity Rep and we worked together to create a retirement plan. And to my surprise, we found that I actually could retire Yippeee! That was over 2 years ago, and since then, we've monitored the plan closely to help ensure my financial needs will continue to be met. Thanks to my Fidelity Rep, I have peace of mind and am enjoying early retirement! Life is much more enjoyable now that I can spend quality time with family and friends. Also, I found that I really love to cook now that I'm not in a constant rush. I'm thankful every day that I don't have to work anymore."
"I have been a Fidelity customer since 1990. I had a 401(k) plan at a small savings bank that was managed by Fidelity. I have maintained my account since then and I have rolled over other 401(k)s into this account as well. I like their employees. Whether in person or on the phone, they answer my questions and listen to my needs and observations. I will always be a loyal customer."
"My story is all of the employees of the Naples office. They have helped me learn all of the tools that Fidelity has to offer, the bill paying tool, retirement income planner, as well as, the importance of diversification and sticking to my plan. The staff feels like family to me as they help me through the financial woods of life."
"First, let me start off by saying that I truly love my husband. In our entire marriage he has taken no interest in the management of our money. Our fiscal health and wellbeing was left up to me. After making our first appointment with Fidelity and meeting our Representative I knew we were in good hands. He explained the financial plan we were on and helped us with a road we should take to get to our retirement goal. We were and are very happy and comfortable with Fidelity and our very knowledgeable Representative. On leaving that first day I looked at my husband and said, 'Honey this is your new best friend, if anything happens to me this is the first call you make.'"
"When I was let go by my company after 26 years, I wondered where I was going to go with my Fidelity account. I decided to stay with Fidelity & it's because of the 'little things', like the one that I recently experienced, that I am glad I did. Always receptive, cheerful, & truly interested in my well-being, Matt, is my Fidelity Rep. Well, being an avid collector of T shirts, a few months ago, I asked Matt if he could procure a Fidelity t-shirt to add to my collection. He said he would see what he could do. Well, a few days later, a Fidelity t-shirt, in my size, arrived at my doorstep. It's the little things that count - that is why I am so satisfied with Fidelity!"
"I started with Fidelity many years ago after our company changed the administrators of our 401(k) from another company to Fidelity. My after-tax and IRA brokerage accounts were with another Co., and I wasn't too happy with them, the representative was in it for the commissions and I suspect tried to churn my account. Also, they had a habit of not returning your calls when things were not good in the markets (this was before internet trading). So I switched from them to Fidelity. I like the online and mobile applications and have used the retirement planning tools. I was able to retire in 2002 at 44 years of age due to family illness and credit Fidelity with helping to make that happen, thanks. I currently use Fidelity.com for nearly all my financial requirements."
"Fidelity has given my wife and I the flexibility and options to help meet our investment needs. We have actually met our financial goals for retirement much earlier than we ever thought possible with Fidelity's help. We have moved all of our investments into one Fidelity account which is easy to view and manage."
"Several years prior to retiring, one of my 401(k) plans was established with Fidelity. Over the next several years I consolidated other investment assets into Fidelity accounts that allowed us to plan and meet our financial goals for retirement. We are now enjoying our retirement thanks to the expertise and help provided by Fidelity Investments. I am very appreciative of our relationship with Fidelity and the expertise that we can access virtually any time. Thank you."
"I was 28 when I turned a part-time design business into my full-time career. My accountant was preparing my taxes and wanted to know how much I'd contributed to a retirement plan. The long pause he got instead caused him to warn me that retirement planning was completely my responsibility now. So I opened up an IRA with Fidelity and began making monthly contributions. Children came, then college bills, and almost 3 decades have passed since that call. I don't know where I'd be if I'd never gotten started. It's comforting to know that a solid company like Fidelity has my back."
"Retirement came earlier for me than I wanted due to a downsizing program in my company. Fortunately for me, I was an avid contributor to my company's 401(k) plan managed by Fidelity. I was scared to death about the thought of looking for a new job at age 52. The best thing I did after my 30 years of steady employment ended was to meet with a Fidelity Rep and came up with a new portfolio for the future. I managed to find employment for several more years but actually retired at age 58. Thanks to the Fidelity guidance, I now had financial security that should last the rest of my life."
"My Rep gave me good suggestions for using my substantial retirement savings without having to draw it down for steady income. Anticipating my Social Security benefits a year before they started, he arranged for me to use part of my IRA as an enhancement to my Social Security benefits, and still invest my remaining money to grow and be in reserve for my long term retirement. If it wasn't for his complete explanations and my trust in his worthy guidance, I would not be comfortable and carefree in my late sixties, confident of a stable and adequate financial future for a long time to come."
"I had been married for over 30 years, when I divorced and was suddenly in charge of several 403(b) accounts that I had through my work in different school systems. I began reading everything I could to try and educate myself about how to invest my funds. The more I read, the more I realized that I needed to be very diversified to insulate myself from market volatility. But I realized how complicated diversification really was and that even if I kept reading, I would never know as much as the professionals. So I made an appointment at a Fidelity office. My Rep helped me consolidate my accounts into a rollover IRA. That was one month before the tragedy of 9-11. I have seen numerous times when Fidelity has given me peace of mind during difficult economic times and my funds have grown in size, thanks! So glad I made that decision!"
"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."
"My husband and I didn't start saving for our retirement until we were in our 40's. That caused us to have to start saving pretty fast and aggressively to make up for lost time. We worried that we would not have enough money to retire when we wanted to. Our Fidelity Rep helped us to get on a savings plan and a track that would enable us to retire when we want. Because of our Rep's help and encouragement we are on track to do just that. It feels so good to know that we won't have to worry about our future finances if we spend our retirement money wisely."