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Grand Valley State University
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Contact Us

Meet with a financial professional

One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.

Fidelity is here for you! Please see important information below.

Pick a Date and Time:

 


Available times on

Eastern Time
Fidelity is here for you! Please see important information below.

   Visit TIAA to meet with a TIAA Financial Consultant


You don't have to know all the answers.

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?


Schedule a one-on-one meeting

We are here to help you over the phone or through video conference.


Schedule a meeting


Who You Will Meet From Fidelity

Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.

Seth Yanik

Seth Yanik, a Fidelity director, retirement planner, has more than 19 years with the company. He was previously an account executive at Fidelity's Chicago, Illinois, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Seth holds a bachelor's degree in finance and general business from Miami University of Ohio.


Who You Will Meet From TIAA

Dewey Doyle

Dewey Doyle is a financial consultant within the Institutional Retirement division at TIAA (tiaa.org). Dewey began his financial services career in May of 2006 and has been with TIAA since April 2017. Dewey holds a Bachelor of Science from Grand Valley State University. He holds FINRA Series 7 and 66 registrations while maintaining Life, Health and Variable Annuity licenses from the State(s) of Michigan. Additionally, Dewey has obtained the Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Planner (CFP®).

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