One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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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.
Jason Cronick joined Fidelity as a Workplace Financial Consultant in 2008. Mr. Cronick promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Jason holds a bachelor's degree in finance from Northwest Missouri State 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.
Sr. Financial Consultant
Paul Eiting is a Sr. Financial Consultant at TIAA (tiaa.org).
Paul began his financial services career in 2008 and has been with TIAA since 2016. He serves our institutional clients in the State of Nebraska from the local Omaha TIAA office.
Paul holds a Bachelor of Business Administration in Marketing from Texas Christian University. He holds FINRA Series 7 and 66 registrations while maintaining Life, Health and Variable Annuity licenses from the States of Nebraska, Iowa, South Dakota, Kansas, and Missouri. Additionally, Paul has obtained the Chartered Retirement Planning Counselor designation from The College of Financial Planning. aintaining Life, Health and Variable Annuity licenses from the State of Virginia.