Top Investment Firms to Watch in 2017

Securing your financial future doesn’t have to be complicated. Choosing the right investment firm can simplify the process and help you grow your savings efficiently. If you're new to investing or seeking reliable options to build wealth, consider these three highly regarded firms known for excellent customer service and consistent returns. Their offerings cater to different needs, providing automated solutions and personalized investment strategies. No matter your experience level, these firms can assist you in managing retirement accounts, individual portfolios, and more.

Betterment
If you have an outdated 401(k) plan, Betterment can take over management seamlessly.

Using factors such as your age, retirement timeline, and personal goals, Betterment creates tailored investment plans. They handle all aspects of your investments after gathering essential details. Additionally, they manage IRAs effectively, offering minimal paperwork and automated optimization based on your risk preferences. Known for excellent customer support and straightforward processes, Betterment provides affordable fees and hassle-free management.

Vanguard
Vanguard serves individual investors, financial advisors, and employees with employer-sponsored plans like 401(k)s and 403(b)s. Personal investors gain 24/7 access to their IRA accounts, which can include stocks, bonds, and mutual funds. Vanguard also offers tools and mobile apps to monitor investment performance and educational resources to enhance your understanding of financial options.

Fidelity
Fidelity provides a broad spectrum of financial services primarily aimed at personal investors and IRA holders. They boast some of the industry's lowest expense ratios, supporting rollovers from other institutions and new IRA or Roth IRA accounts. Investors can access their portfolios instantly, transfer funds easily, and perform bill payments. Their website includes extensive financial information useful for novice and experienced investors alike.