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 professionals who can help you plan for every stage of your life.
Michael Welton, a Fidelity Workplace Financial Consultant, has more than 18 years with the company. He was previously a senior account executive at Fidelity's Ann Arbor, Michigan, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Michael holds a bachelor's degree in economics from Central Michigan University.
Omar Jackson, a Fidelity Workplace Financial Consultant, has more than eight years with the company. He was previously an investment consultant at Fidelity's Farmington Hills, Michigan, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Omar holds a bachelor's degree in business management (with a minor in human resources) from Pennsylvania State University.
Seth Yanik, a Fidelity Workplace Financial Consultant, has more than 20 years with the company. He was previously an account executive at Fidelity's Chicago, Illinois, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Seth holds a bachelor's degree in finance and general business from Miami University of Ohio.
