One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Matthew Greeke, a Fidelity Workplace Financial Consultant, has more than ten years with the company. He was previously a financial representative for Fidelity's Cambridge Investor Center. Mr. Greeke promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Matthew holds a bachelor's degree in business from Saint Anselm College.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
No time to meet with Bentley's Workplace Financial Consultants on campus?
Fidelity has more than 200 Investor Centers across the country. Our experienced advisors can help you meet all your financial goals. We provide the financial planning, advice and education resources that investors and emerging investors need, including retirement planning, wealth management, brokerage service, college savings and more. Click the following link, and type in your zip code to find an Investor Center near you!
Investor Center products and services are offered beyond your employer-sponsored retirement plan.
Mark is a Senior Financial Consultant with TIAA. He is focused on improving individuals' financial well-being and retirement readiness. Mark began his financial services career in 1993 and he has been with TIAA since 2004. He provides financial advice to individuals on income & retirement planning, and improves their financial literacy through one-on-one sessions and specialized educational workshops serving every life stage.
Click here to register for a TIAA meeting