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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Bill Giesen, a Fidelity director, retirement planner, has more than 20 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 College's Wallace E. Carroll School of Management.