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Financial Services Companies

This document provides some descriptive information on some of the better-known financial services companies offering retail financial services in the United States.  

The information covers the types of products offered, as well as links to some online tools and financial education resources offered by each company.

Our perspective in covering these firms is agnostic: we are not setting out to provide critical reviews. But you should feel free to leave comments reflecting your thoughts or experiences with these providers.

Surveyed companies include: 

  • Ally Financial  
  • Charles Schwab  
  • E*TRADE  
  • Fidelity 
  • Interactive Brokers 
  • Merrill Edge  
  • TD Ameritrade  
  • Vanguard

Inclusion of a company in this coverage does not imply endorsement of any kind. The information is provided herein for informational purposes only. The tools included herein have not been subjected to rigorous examination: You may not need all of them. Some may require estimates or assumptions, and some may be overly simplistic.