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 Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Benjamin Foreman, a Fidelity Workplace Consultant, has more than 11 years with the company. He was previously a financial consultant for Fidelity's Personal Investing group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Benjamin holds a bachelor's degree in communications from Westminster College.
Eddie Jimenez, a Fidelity Workplace Financial Consultant, has more than 13 years with the company. He was previously a financial consultant at Fidelity's Millburn, New Jersey, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Eddie holds a bachelor's degree in finance & history from Rutgers University.
George Christiani joined Fidelity as a Workplace Financial Consultant in 2020. A CERTIFIED FINANCIAL PLANNERTM certificant, registered securities representative, and licensed insurance representative, George holds a bachelor's degree in business administration from Baruch College.
Daniel McCarthy, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a financial consultant at Fidelity's King of Prussia, Pennsylvania, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Daniel holds a bachelor's degree in finance from St. Joseph's University.
