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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:
Tosin Ratchford joined Fidelity as a retirement planner in 2010. A registered securities representative and licensed insurance representative, Tosin holds a bachelor's degree in financial economics from the University of Maryland, Baltimore County.
Andy Marsh joined Fidelity as a retirement planner in 2010. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Andy holds a bachelor's degree in business administration and economics from Milligan College.
Paul Bhe, a Fidelity director, retirement planner, has more than 25 years with the company. He was previously a regional consultant at Fidelity's Indianapolis, Indiana, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Paul holds a bachelor's degree in economics from the University of Cincinnati.
