Fidelity Investments – By Appointment Only
Contact Information
-
Address
380 Knollwood Street, Winston-Salem, NC, 02210 -
Phone
(800) 409-6047 -
Website
fidelity.com
Location
About Fidelity Investments – By Appointment Only
Fidelity Investments - By Appointment Only is a financial planner in Winston-Salem, NC. The firm provides a wide range of financial products and services for individuals and businesses, including wealth management, retirement planning, trading, and investing. Their offerings encompass brokerage accounts, Roth IRAs, HSAs, and 529 accounts for education savings. The business holds a 4.00 rating.
The company provides various tools to help customers plan and achieve financial goals through a disciplined approach and objective insights. Clients can utilize brokerage accounts to trade US stocks and ETFs with no commissions. For healthcare and education, the firm offers HSAs with no account fees or minimums, as well as 529 accounts that allow for tax-deferred growth and tax-free withdrawals for qualified education expenses. Individuals can collaborate with a dedicated advisor to build comprehensive wealth management strategies designed to meet evolving needs.
Fidelity Investments - By Appointment Only provides specialized financial services and investment tools to the Winston-Salem community.
Score Summary
BizScoreAI scanned the website fidelity.com on June 29, 2026. Fidelity Investments - By Appointment Only has a BizScore of 54 out of 100.
- AI Visibility40 out of 100
- SEO69 out of 100
- Google rating4.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 22 of 30 points, AI Trust Signals 8 of 20 points.
Website audit sub-scores (out of 100): On-Page 67, Technical 80, Performance 57, Content 55.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Q&A Content, AI-Parseable Headings, About/Team Page.
Areas to improve: 5 checks. llms.txt (failed), Structured Data (failed), Meta Description (warning), XML Sitemap (warning), Author Signals (warning).
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Browse: Businesses in Winston-Salem, NC · Financial Planner in North Carolina · Businesses in North Carolina
AI engine reads
Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business