One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Please note: the University System of New Hampshire consists of four different campuses, University of New Hampshire, Plymouth State University, Keene State College and Granite State College. Not all locations may appear on this page due to appointments unavailable at certain campuses at certain times. Please check back frequently as this page is updated on a regular basis.
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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.
Paul Bolles, a Fidelity Workplace Financial Consultant, has more than 17 years with the company. He was previously a director, retirement planner for Fidelity's Tax-Exempt Phone Team. Mr. Bolles 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, and licensed insurance representative, Paul holds a bachelor's of science degree in business administration from Framingham 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.
Oana Nikulin, a Fidelity Workplace Financial Consultant, has more than seven years with the company. She was previously a national retirement planner for the Tax-Exempt Retirement Planner team. Ms. Nikulin 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 and registered securities representative, Oana holds a bachelor's degree in spanish, linguistics and international affairs and a master's degree in spanish from the University of New Hampshire.
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.
No time to meet with a financial professional on campus?
Fidelity has more than 200 Investor Centers across the country. Our experienced advisors can help you meet all your financial goals. We provide the financial planning, advice and education resources that investors and emerging investors need, including retirement planning, wealth management, brokerage service, college savings and more. Click the following link, and type in your zip code to find an Investor Center near you!
http://www.fidelity.com/branchlocator/index.shtml
Investor Center products and services are offered beyond your employer-sponsored retirement plan.
