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.
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Bob Carville, a Fidelity director, retirement planner, has more than five years with the company. He was previously a regional consultant at Fidelity's Rochester, New York, Investor Center. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Bob holds a bachelor's degree in engineering from Rochester Institute of Technology.