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/ Plan & Invest / Fidelity Bank Asset Management
At Fidelity Bank, we truly believe that knowledge is power. That’s why our team is committed to helping understand every asset management factor like risk tolerance, timeline and goals. Armed with this knowledge, our team will work closely with you to create solutions for your unique financial needs that carefully balance investment strategies while preserving principal. We work closely with you to evaluate all options and position you for financial success well into the future.
When it comes to investing, there are so many choices and options, it can be intimidating. Having a financial advisor can help you map out your financial future. At Fidelity Bank, we share your dreams and understand your financial goals because we provide individualized, personal service to keep you on the right path to your financial success. And our investment services are in-house so you’ll always receive prompt, friendly and professional service anytime you need us.
While retirement is a common dream for most of us, each of us has a unique vision for what retirement means, and how we plan to spend our days. Whether you’re hoping to retire in 5 years or 45 years, it’s never too early to start laying the financial foundation to make it a reality. Even if you don’t have as much money as you would like to save for retirement each month, with good planning, every little bit helps. Our expert team can help you with financial services, teach you about your options and how they work, and determine which type of IRA is right for you.
Our Fidelity Asset Management Team has directed local dollars and has helped many local clients make the most out of their money. Our experience and support help you make smart choices with your finances. We help you set financial goals and direct you towards smart investments.
For more information about how we can help you with your personal investments, call (570) 504-2207 or 800-388-4380. You can always stop by a local full-service branch to speak with us in person.
You have a business – we have investment solutions that are customized just for you. The Fidelity Asset Management Team can help you create financial goals; provide guidance on developing a custom tailored plan of investments and financial programs for your company. We believe you deserve a high level of investment knowledge so that you can rest assured that your money is working for you. Our Fidelity Asset Management Team of trusted financial advisors believes in building a relationship with you through personalized services, outstanding market expertise and a genuine commitment to helping your business succeed. And your relationship with Fidelity will pay you dividends for years to come.
And, we offer a full range of plans for businesses of any size, from IRAs to 401(k)s. Let us help you choose the right retirement savings vehicle to fit your business and help you attract and retain employees.
Visit our Investment website today or call us at (570) 504-2206 or 1-800-388-4380 and let us help you plan for the future!
Our Commitment to you our clients’ interests comes first. So it’s our goal to help you succeed.
*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/ is-lpl-relationship-disclosure.html for more detailed information.
Fidelity Bank offers a variety of convenient resources and tools. Educational articles, Frequently Asked Questions, Instructional Videos and more are at your fingertips.
