Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free.
An in-person consultation with a Fidelity Workplace Planning and Guidance Consultant provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Bill Nugent, a Fidelity workplace planning and guidance consultant since 2008, has more than 12 years with the company. He was previously a senior retirement counselor for Fidelity's Tax-Exempt Market Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Bill holds a bachelor's degree in communications and a master's degree in business administration from the University of Massachusetts, Amherst.