Fidelity confidential consultations available by phone

Fidelity consultations phone or video conferencing

During this unprecedented and challenging time, Fidelity continues to serve you in ways both new and familiar. Brandon Hall and Brock Goodwin, your Fidelity retirement planners, are available to help during times of volatility.

To proactively protect you and your family from potential exposure to COVID-19, meetings will now be conducted over the phone, with the option of Zoom video conference, for the foreseeable future.

Schedule your appointment to discuss your current financial situation and planning for the future. When scheduling your appointment, choose PHONE as the preferred event location.

If you wish to utilize Zoom video conference, Paul will set up the connection once your scheduled phone meeting begins.

On-demand education

Join Fidelity and get answers to your important financial questions. Fidelity hosts a variety of educational web workshops, where you’ll learn strategies and tips to help you manage your financial future with confidence.

Visit Fidelity’s Event Registration System to learn more and register.