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Fidelity, located in Palo Alto, CA, offers a comprehensive suite of financial services designed to help individuals manage investments, plan for retirement, and achieve their financial goals. The company provides a range of options, including brokerage accounts, retirement accounts, and cash management products, all tailored to meet the varying needs of investors from beginners to seasoned professionals. Dedicated to customer service, Fidelity prioritizes affordable and accessible investment options, with no fees or minimums required to open most accounts. Their platform also features robust tools and resources, including a virtual assistant, to support clients in making informed financial decisions. Generated from the website

J P Morgan Private Bank in Palo Alto, CA offers personalized wealth management services to high-net-worth individuals and families. With a focus on financial planning, investment management, and estate planning, the firm provides tailored solutions to help clients achieve their long-term financial goals. Generated from their business information