Meet in-person for a consultation to discuss and plan for your needs - right at work.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Daniel McCarthy, a Fidelity retirement planner, has more than six years with the company. He was previously a financial consultant at Fidelity's King of Prussia, Pennsylvania, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Daniel holds a bachelor's degree in finance from St. Joseph's University.