To schedule an appointment, please call 844-FOR-SUNY (844-367-7869).
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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 14 years with the company. He was previously a regional consultant for Fidelity's Personal Investing Group. Mr. Woods provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Ken holds a bachelor's degree in finance from St. John's 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.
William Stark joined Fidelity as a Workplace Financial Consultant in 2011 and has more than 21 years in the financial industry. Mr. Stark provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. 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 Canisius 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.
Alexandra Sbordone, a Fidelity Workplace Financial Consultant, has more than five years with the company. She was previously an investment consultant, dedicated retirement planner, and financial representative for Fidelity's Personal Investments and Workplace Investments. Ms. Sbordone provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Alexandra holds a bachelor's degree in marketing from the City Of New York - Brooklyn 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.
Ryan Caufield, a Fidelity Workplace Financial Consultant, has more than eight years with the company. He was previously a relationship manager at the Fidelity Investments Rochester, NY Investor Center. Mr. Caufield provides both onsite and virtual educational workshops, individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. An investment advisor representative and registered securities representative, Ryan holds a bachelor's of science degree (with a minor in business administration) from Xavier 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.
