To schedule an appointment, please call 844-FOR-SUNY (844-367-7869).
Research investment professionals with FINRA's BrokerCheck.
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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.
Ken Woods, a Fidelity Workplace Financial Consultant, has more than 13 years with the company. He was previously a retirement consultant for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Ken holds a bachelor's degree in finance from the St. John's University.
William Stark joined Fidelity as a Workplace Financial Consultant in 2011. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Bill holds a bachelor's degree in political science from the Canisius College.
Alexandra Sbordone, a Workplace Financial Consultant, has more than five years with the company. She was previously an investment consultant for Fidelity's Upper East Side Investor Center. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Alexandra holds a bachelor's degree in business administration for marketing from the City University of NY - Brooklyn College.
Ryan Caufield, a Fidelity Workplace Financial Consultant, has more than seven years with the company. He was previously a relationship manager at the Fidelity Investments Rochester Investor Center. An investment advisor representative and registered securities representative, Ryan holds a bachelor's degree in sports management (with a minor in business administration) from Xavier University.
