One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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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.
Paul Bolles, a Fidelity Workplace Financial Consultant, has more than 18 years with the company. He was previously a director, retirement planner for Fidelity's Tax-Exempt Phone Team. Mr. Bolles promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Paul holds a bachelor's degree in business administration from Framingham State 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.
Oana Nikulin, a Fidelity retirement planner, has more than six years with the company. She was previously an investment solutions representative for Fidelity's Investments Solutions team. A registered securities representative, Oana holds a bachelor's degree in spanish, linguistics and international affairs and a master's degree in spanish from the University of New Hampshire.
Jeff Reilly is a licensed Financial Consultant with the Institutional team at TIAA. Jeff began his financial services career in 1996 and has been with TIAA since 2022. Jeff is a FINRA registered representative and holds Series 7, 9, 10, 63 and 65 licenses. In addition, he has been a CERTIFIED FINANCIAL PLANNERTM since 2013. He maintains Life and Variable Annuity licenses for the six New England states and Arizona. He obtained his B.S. degree in Hospitality Management from Johnson & Wales University.
Click here to schedule an appointment with a TIAA consultant at your workplace.
Ron Bruncaj is a licensed Financial Consultant with the Institutional team at TIAA. Ron began his financial services career in 2012 and have been with TIAA since 2022. Ron is a FINRA registered representative and holds Series 7 and 66 licenses. He maintains Life and Variable Annuity licenses from the State of New York. He obtained his Associates in Business Administration from SUNY Westchester Community College.
Click here to schedule an appointment with a TIAA consultant at your workplace.