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About Our Firm As independent financial service professionals, we have the freedom to choose the strategies that work best for each of our clients. In order to pursue the retirement of your dreams and meet the retirement income challenge, we will build an investment plan to help you grow your retirement assets while helping you keep it balanced through changing times. About Fidelity Institutional Wealth Services For more than 60 years, Fidelity has built a reputation of integrity and financial management expertise that gives our firm peace of mind. As a leader in the financial services field, Fidelity has a thorough understanding of the products and services they need to help best custodian client assets for independent financial advisors. With Fidelity Institutional Wealth Services your assets are safeguarded with insurance protection through the Securities Investor Protection Corporation (SIPC). Your assets are covered by the SIPC up to $500,000, including cash claims limited to $100,000.
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© 2010 APS Associates, Inc. All rights reserved. California Insurance Lic # 0D04493. APS Associates, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where APS Associates, Inc. and its representatives are properly licensed or exempted. This website is solely for informational purposes. No advice may be rendered by APS Associates, Inc. unless a client service agreement is in place with you. Website designed by Illume Site Solutions. |
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