One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Go to the following sites to meet with a Financial Consultant from another vendor.
Research investment professionals with FINRA's BrokerCheck.
Available times on | |
|---|---|
| Eastern Time |
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.
Mike Fischer, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. He was previously a retirement representative for Fidelity's Personal Investing Group. Mr. Fischer 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 CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Mike holds a bachelor's degree in psychology from Northern Kentucky 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.
Don Harvey, a Fidelity Workplace Financial Consultant, has more than 17 years with the company. He was previously a retirement relationship manager for Fidelity's Personal Investing Group. Mr. Harvey 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, Don holds a bachelor's degree in history from Miami 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.
