To schedule an appointment, please call 844-FOR-SUNY (844-367-7869).
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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.
Ken Woods joined Fidelity as a Workplace Financial Consultant in 2007 and has more than 30 years in the financial industry. Mr. Woods promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, Ken holds a bachelor's degree in finance from St. John's 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.
William Stark, a Fidelity Workplace Financial Consultant, has more than 12 years with the company and 21 years in the financial industry. He was previously a retirement planner for Fidelity's Tax-Exempt Market. Mr. Stark promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, Bill holds a bachelor's degree in political science from Canisius College.
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.
Alexandra Sbordone, a Fidelity Workplace Financial Consultant, has more than six years with the company. She was previously an investment consultant for Fidelity's Upper East Side Investor Center. Ms. Sbordone promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Alexandra holds a bachelor's degree in marketing from the City Of New York ? Brooklyn College.
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.
Ryan Caufield, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously a relationship manager at the Fidelity Investments Rochester, NY Investor Center. Mr. Caufield promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative and registered securities representative, Ryan holds a bachelor's of science degree (with a minor in business administration) from Xavier 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.