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Contact Us

Meet with a Fidelity Workplace Financial Consultant

To schedule an appointment, please call 844-FOR-SUNY (844-367-7869).

Research investment professionals with FINRA's BrokerCheck.

Fidelity is here for you! Please see important information below.

Pick a Date and Time:

 


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Fidelity is here for you! Please see important information below.

You don't have to know all the answers.

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?


Schedule a one-on-one meeting

We are here to help you over the phone or through video conference.


Schedule a one-on-one meeting


Who You Will Meet

Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.

Kenneth Woods

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

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

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

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.

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