financial advisor · San Rafael, CA

financial advisor in San Rafael, CA

financial advisor near San Rafael, CA

601 Larkspur Landing Circle
San Rafael, CA
+1-415-925-9155
https://www.fidelity.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Hours: Mo-Fr 08:30-17:00

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Fidelity Investments is one of the financial advisors serving San Rafael, CA. It's located at 601 Larkspur Landing Circle. Its website is https://www.fidelity.com/. Roughly 64% of homes here are owner-occupied. Services here include A clear, straightforward experience, Guidance as life changes. You can reach it by phone at +1-415-925-9155. Other financial advisors nearby include Marin Wealth Advisors LLC (4.5 mi). The median home value in Marin County is around $1,390,000. Hours: Mo-Fr 08:30-17:00. It sits 2.4 miles south of central San Rafael, at 37.9471° N, 122.5113° W. Any investment growth in a Roth is tax-free, with tax-free withdrawals in retirement.4 Any amount you add to your Roth can be withdrawn without taxes or penalties, anytime, for any reason. Whether you invest on your own or have us do it, you can choose from stocks to ETFs to crypto and more.

Fidelity Investments, a financial advisor in San Rafael, CA, sits at 601 Larkspur Landing Circle. Their site puts it this way: Fidelity Investments is a financial services company that helps customers plan and achieve their most important financial goals. Their website lists A clear, straightforward experience and Guidance as life changes.

It's open Mo-Fr 08:30-17:00.

Account minimums and where assets are custodied are practical filters worth settling in the first call. Other financial advisors nearby: Marin Wealth Advisors LLC (4.5 mi).

The typical commute in Marin County runs about 28 minutes. Around 61% of adults in Marin County hold a bachelor's degree or higher. The Marin Shakespeare Company is a non-profit corporation that was established in 1989 at Dominican College’s Forest Meadows Amphitheatre in San Rafael… The area sees roughly 25 inches of rain a year. There are about 103,201 households in Marin County. Roughly 64% of homes here are owner-occupied. Summers in San Rafael average near 77°F and winters settle around 43°F. Dominican University of California is a private university in San Rafael, California, United States. San Rafael High School is a public high school located at 150 Third St. in San Rafael, California, United States. Reach Fidelity Investments at +1-415-925-9155 or https://www.fidelity.com/. This is a free, map-sourced listing. If Fidelity Investments is yours, claim it to add services, hours, and a way to book.

Frequently asked questions

Where is Fidelity Investments located?
Fidelity Investments is at 601 Larkspur Landing Circle, San Rafael, CA.
What are Fidelity Investments's hours?
Fidelity Investments's listed hours are Mo-Fr 08:30-17:00.
What other financial advisors are near Fidelity Investments?
Nearby financial advisors include Marin Wealth Advisors LLC (4.5 mi).
How do I contact Fidelity Investments?
Call +1-415-925-9155 or visit https://www.fidelity.com/.
What should I look for in a financial advisor in San Rafael?
Fee-only, fee-based, and commission models pay the advisor differently; asking exactly how they are compensated is expected, not rude. Checking hours and confirming details directly with the business is always worth the two minutes.
From their website

Fidelity Investments is a financial services company that helps customers plan and achieve their most important financial goals. We offer a wide range of financial products and services for individuals and businesses, including trading & investing, retirement, spending &

  • A clear, straightforward experience
  • Guidance as life changes

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