To schedule an appointment, click on a location below or call 844-FOR-SUNY (844-367-7869).
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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Ken Woods, a Fidelity director, retirement planner, 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.
Cara Every joined Fidelity as a director, retirement planner in 2013. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Cara holds a bachelor's degree in communications from Seton Hall University and a master's degree in business administration from Long Island University.
William Stark joined Fidelity as a retirement planner 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.
