About us
ADDITIONAL PHONE #: (617)563-7000.
Services we offer
INVESTMENT BROKERAGE, FINANCIAL PLANNING.
Reviews
5.01 Reviews
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Showing 1-1 of 1 reviews
STEVEN G.
Jan 2008
Financial Planning
ALL OF THEIR RECOMMENDATIONS AND FINANCIAL HELP IS FREE. THEY ALSO PROVIDE FREE SEMINARS BY PEOPLE WHO RUN CERTAIN FUNDS ON A REGULAR BASIS. I WAS BUILDING UP A REPORT WITH AN INDIVIDUAL, CYNTHIA L. WRICK, WHO IS NOW IN A DIFFERENT POSITION WITH THE COMPANY. I DO NOT SEE HER ANYMORE, BUT SHE PROVIDED WONDERFUL SERVICE AND WHEN SHE WAS A GENERAL ADVISER I WOULD DEAL WITH HER ON A REGULAR BASIS. SHE DEFINITELY DESERVED HER PROMOTION, AND EVERYONE AT FIDELITY IS EXTREMELY COURTEOUS, AND THEY KNOW WHAT THEY ARE TALKING ABOUT. THEY ARE WELL TRAINED, AND THEY GIVE WONDERFUL, FREE ADVICE TO ENTER A PARTICULAR MUTUAL FUND FOR THE FIRST TIME, THERE IS A $2500.00 MINIMUM. AFTER THAT, ONE MAY CONTRIBUTE TO THE SAME FUND IN A MUCH SMALLER DENOMINATION. SOME FUNDS ARE CLOSED TO NEW INVESTORS BECAUSE OF THE AMOUNT OF MONEY ALREADY IN THERE, AND IN SOME CASES THEY WILL RE-OPEN A FUND THAT HAD BEEN PREVIOUSLY CLOSED.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
*Contact business to see additional licenses.
FAQ
THE BRAINTREE INVESTORS CENTER is currently rated 5.0 overall out of 5.
No, THE BRAINTREE INVESTORS CENTER does not offer free project estimates.
No, THE BRAINTREE INVESTORS CENTER does not offer eco-friendly accreditations.
No, THE BRAINTREE INVESTORS CENTER does not offer a senior discount.
No, THE BRAINTREE INVESTORS CENTER does not offer emergency services.
No, THE BRAINTREE INVESTORS CENTER does not offer warranties.
THE BRAINTREE INVESTORS CENTER offers the following services: INVESTMENT BROKERAGE, FINANCIAL PLANNING.