Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free. If you do not see your workplace location listed below, please call 877-895-5986 to speak with a Fidelity representative.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Jeff Givens joined Fidelity as a retirement planner in 2013. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Jeff holds a bachelor's degree in environmental geography from Austin Peay State University and a master of business administration in finance from Tennessee Technological University.
Brett Anderson, a Fidelity retirement planner, has more than four years with the company. He was previously an investments representative for Fidelity's Personal Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, Brett holds a bachelor's degree in business administration and a master's degree in applied economics from Georgia Southern University.