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Investment service
1. Fidelity Investments - By Appointment Only - Cary
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· 12 reviews
580 New Waverly Pl Suite 240, Cary, NC 27518
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4worldlovers: 
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Not sure if you need an appointment? Call us and we’ll help!
The media could not be loaded, either because the server or network failed or because the format is not supported.
Not sure if you need an appointment? Call us and we’ll help!
Gilbert Monzon: I was able to make all the transactions that were needed to be made promptly.
Aaa Bcd: How does anyone actually get through to this office to set an appointment???? They don't answer their phones and their location is by appointment only.
Nathan Annis: Best Fidelity Branch ever the staff and management are fantastic!
tim curran: This was a zoom experience. We had an initial interview with an advisor. The advisor is named Maria. She is the reason for the highest rating. She is very experienced, knowledgeable, and personable.The actual office is not open. This is a draw back to a future client meeting an advisor in person. That is not Maria's decision.
cattycornr: Phone tree is not bad. People are good. Website has all the bells and whistles.
Joel Freeman: Fantastic and smart folks there. You don't judge a pilot by the landing, nor should you judge a firm exclusively by performance.
Mike Carper: Awful investment performance, awful service, no customer service
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Investment service
2. TD Ameritrade - Cary
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· 9 reviews
The Arboretum, 223 Weston Pkwy, Cary, NC 27513
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4worldlovers: 
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.
TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.
ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.
Market volatility, volume and system availability may delay account access and trade executions.
†Applies to US exchange listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades.
A rollover is not your only alternative when dealing with old retirement plans. Learn more about rollover alternatives.
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.
TD Ameritrade was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories "Platforms & Tools" (11 years in a row), "Desktop Trading Platform: thinkorswim" (10 years in a row), "Active Trading" (2 years in a row), "Options Trading," "Customer Service," and "Phone Support." TD Ameritrade was also rated Best in Class (within the top 5) for "Overall Broker" (12 years in a row), "Education" (11 years in a row), "Commissions & Fees" (2 years in a row), "Offering of Investments" (8 years in a row), "Beginners" (10 years in a row), "Mobile Trading Apps" (10 years in a row), "Ease of Use" (6 years in a row), "IRA Accounts" (3 years in a row), "Futures Trading" (3 years in a row), and "Research" (11 years in a row). Read the full article.
ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.
Market volatility, volume and system availability may delay account access and trade executions.
†Applies to US exchange listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades.
A rollover is not your only alternative when dealing with old retirement plans. Learn more about rollover alternatives.
Mark M: Everything is good. Thinkorswim takes a while to learn.
Luke Render: Building is labeled Charles Schwab since they were bought by them I believe in 2019? I'm used to the TD reps who would call me. They've had some reorganization with the buyout and reps working at home, plus I moved. They have coffee inside. The rep Asriel (sp?) was quite knowledgeable. Although she was not a tax consultant I do wish she could have leaned me in the right direction. I got the bulk of the information I needed to make an informed decision. Plenty of parking. Handicap accessible. I'll be back and you can count on it. I would highly recommend them for the investor that wishes to manage and control their own finances.
John Zhang: They are TEMPORARILY CLOSED as of 2/26/21. I drove over 30 minutes here because google said they were open.
Pete C: Horrible customer service and takes way to long for a response from customer service. Couldn’t make a trade on a ticket unless I called in. That’s fine but the hold time was 90 minutes which was ridiculous to make a trade. Long store short, missed out on making a lot of money when trade was denied for no good reason. Not the first time that this has happened but the company doesn’t care about the customer since customers don’t pay fees anymore. Time to start looking for a better broker or better yet if you are just getting start save your time and use someone else.
Pankaj Parikh: Critical:QualityPain to reach anyone here or nationally-1-3 hr wait time!!!!!!What does it take for them to hold the spot on phone call and call back ?? Is this 2021 or 1921?????
Gary Mullis: Great place and great service from the reception to the managers. We have never had an issue in many years
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Bank
3. HomeTrust Bank - Cary - Cary
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· 6 reviews
1315 Bradford View Dr, Cary, NC 27513
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4. Truist - Cary
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· 2 reviews
7317 Tryon Rd Suite A6, Cary, NC 27518
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