Fidelity Investments

Fidelity Investments in Naples, FL offers a wide range of financial services and products to help individuals meet their financial goals. From retirement planning to investing and trading, Fidelity provides tools and resources to support customers in managing their wealth. With options for self-directed investing or working with a dedicated advisor, Fidelity caters to a variety of financial needs. Their cash management products, robo investing services, and diverse account choices make it easy for customers to start building and growing their wealth. Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Charlotte State Bank & Trust was established in 1987 in Port Charlotte, Florida. Today, Charlotte State Bank & Trust is part of a four-bank holding company with total assets of more than $1.5 billion...