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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
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 19 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.