Fidelity – monetary planners : personalfinance

by akoloy

Have any of you with Fidelity accounts ever taken up on the supply by their assigned monetary planners to satisfy or communicate with them about your accounts? I’ve not as of but however pondering it is perhaps good to get an goal evaluation of whether or not I’m on observe for monetary targets.

I usually do not assume I want any investing recommendation from them however simply curious if/how useful or educated they’re (basically).

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