Financial Planning

Our Wealth Advisors have powerful tools to create recommendations tailored to fit a client’s needs. Their objective is to create a customized financial plan addressing expectations, concerns and goals for the retirement a client desires. Beyond defining needs, wants and wishes, our online tool provides scenarios that can assist a client to make informed decisions about their future and legacy. It is important to us that you feel confident in the investments you make. We have the tools to help. Money Guide
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.