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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Susan Screeton joined Fidelity as a retirement planner in 2013. A registered securities representative and licensed insurance representative, Susan holds a bachelor's degree in business administration from University of Arkansas Little Rock.
Kyle LaCroix, a Fidelity retirement planner, has more than four years with the company. He was previously a retirement planner for Fidelity's Tax-Exempt phone organization. Kyle is a Chartered Retirement Planning Counselor SM and registered securities representative.