One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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 Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Susan Screeton, a Fidelity Workplace Financial Consultant, has more than eight years with the company. A registered securities representative and licensed insurance representative, Susan holds a bachelor's degree in business administration from University of Arkansas Little Rock.
Ben Wright, a Fidelity Workplace Financial Consultant, has more than 11 years with the company. He was previously a financial consultant at Fidelity's Reno, Nevada, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Ben holds a bachelor's degree in human resources management from Utah State University and a master's degree in financial planning from Texas Tech University.