One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
|---|---|
| Eastern Time |
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 nine years with the company. He was previously a financial representative for Fidelity's Cambridge Investor Center. Mr. Greeke provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Matthew holds a bachelor's 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.
Diana Rittenberg, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. She was previously a private client specialist for Fidelity's Boston, MA Investor Center. Ms. Rittenberg provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Diana holds a bachelor's degree in corporate finance from the University of Massachusetts and a master's degree in business administration from Bentley University.
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 Brandeis University's financial professional on campus?
Fidelity has more than 200 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.
