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Vigilant Financial Services and Fidelity— how we work together for you

Our partnership with Fidelity, one of the largest providers of financial services in the nation, enables our firm to offer you investment strategies, services, and management that can go a long way in establishing your potential of a comfortable retirement.

Fidelity’s relationship managers work with our firm to help us choose the products and services that are in the best interest of you, our clients.  We are confident that in the years to come, you can expect Fidelity to continue to help find new ways solutions and services.

How does our relationship with Fidelity benefit you?

Fidelity’s 60-year reputation for integrity and financial management gives our firm balance. As a leader in the financial services field, Fidelity has a thorough understanding of the products and services we need to help best serve you, and how to deliver them to you in the most efficient and convenient ways. Furthermore, with Fidelity, we know we are working with a provider that will maintain a high level of integrity in providing brokerage and custody services—along with privacy protection—for your assets.

Fidelity provides additional insurance protection for your investments. They have arranged for insurance beyond coverage through the Securities Investor Protection Corporation (SIPC).  While your assets are covered by the SIPC up to $500,000, including cash claims limited to $100,000, Fidelity provides supplemental protection that covers your account over and above this SIPC coverage. Protection does not cover losses due to fluctuations in the stock market.

We are confident that our firm’s choice to work with Fidelity is a good choice for you.

At Vigilant Financial Services, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • 529’s

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance