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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Ken Kirwin, a Fidelity director, retirement planner, has more than 19 years with the company. He was previously a senior wholesaler for Fidelity's Institutional Services Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Ken holds a bachelor's degree in business management from Johnson and Wales University.
Matthew Greeke, a Fidelity retirement planner, has more than six years with the company. He was previously a financial representative for Fidelity's Cambridge Investor Center. A Chartered Retirement Planning CounselorSM , investment advisor representative, registered securities representative, and licensed insurance representative, Matthew holds a bachelor's degree in business from Saint Anselm College.
Spiros Seremetis is a Senior Financial Consultant within the TIAA Financial Solutions division at TIAA. Spiros began his financial services career in 1987 and has been with TIAA since 2006. Spiros holds a Bachelor of Arts Degree in Economics from Boston College and a Master of Business Administration from Bentley University. He holds FINRA Series 6, 7 and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the States of Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont.
No time to meet with Brandeis University's Retirement Planner on campus?
Fidelity has more than 180 Investor Centers across the country, including 5 locations in Massachusetts. The professionals in our Investor Centers are trained to provide you with retirement planning and investment help, and would be happy to help you with your particular situation*. Click the following link, and type in your zip code to find an Investor Center near you!
http://www.fidelity.com/branchlocator/index.shtml
*Investor Center products and services are offered beyond your employer-sponsored retirement plan.
