Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Bill Giesen, a Fidelity director, retirement planner, has more than 18 years with the company. He was previously a retirement services manager for Fidelity's Tax-Exempt Market Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Bill holds a bachelor's degree in economics and marketing from Boston's College Wallace E. Carroll School of Management.