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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:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Jeremy Harris, a Fidelity retirement planner, has more than nine years with the company. He was previously a workplace planning & guidance consultant for Fidelity's Tax-Exempt Market Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Jeremy holds a bachelor's degree in business administration from Liberty University.