One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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Eastern Time |
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.
Jon Tudor, a Fidelity Workplace Financial Consultant, joined Fidelity in 2006 and has more than 26 years in the financial industry. He was previously a relationship officer Fidelity's Stock Plan Services. Mr. Tudor promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative and licensed insurance representative, Jon holds a bachelor's degree in communications from the University of Massachusetts- Amherst and a master's degree in financial planning from Bentley 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.
Matthew Greeke, a Fidelity Workplace Financial Consultant, has more than ten years with the company. He was previously a financial representative for Fidelity's Cambridge Investor Center. Mr. Greeke promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Matthew holds a bachelor's degree in business from Saint Anselm College.
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.