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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Peter Schmiel joined Fidelity as a director, retirement planner in 2006. A Chartered Retirement Planning Counselor SM and registered securities representative, Peter holds a bachelor's degree in business administration and a master's degree in industrial relations from the University of Minnesota Carlson School of Management.
Terry Fisher, a Fidelity retirement planner, has more than 13 years with the company. He was previously a relationship manager at Fidelity's Edina, Minnesota, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Terry holds a bachelor's degree in economics (with minor in business administration) from the University of Minnesota-Duluth.