Basics of Investing

Question: Has anyone used Fidelity representatives for investment advice?

I have a variety of Fidelity mutual funds and I am thinking of using one of their representatives to review and evaluate my portfolio. I hope to get some sound advice about How To Invest over the long term for retirement. Has anyone used their services and what did you think of them. I realize they may push their own products, as most advisors do at the large firms, but I haven’t found an independent advisor that I feel comfortable with.

Answer: Their portfolio evaluations seem to be very proper.A few months ago they offered a ‘free’ evaluate my portfolio. After looking at it they said they could offer nothing better than the allocations I already had. So I thanked them and did nothing. They never called back nor bugged me to buy anything. I’m very happy with them.

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