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Retirement Planning
to help you reach your goals

College Funding
to provide a gift of knowledge

Estate Planning
to provide a legacy

Life Insurance
to protect your loved ones

Annuities
to defer tax and provide income

Stocks & Bonds
to match your risk tolerance



Welcome to Fidelity Asset Management Services

The investment professionals with Fidelity Asset Management located at Fidelity Deposit and Discount Bank are dedicated to helping you achieve your financial goals. We offer our customers the same type of financial planning services that have been traditionally reserved for the super-wealthy, to the affluent, and soon to be affluent. Everyone deserves good financial advice and we're here to provide you with a full array of planning tools and advice. Fidelity Asset Management Services provides estate planning, investment advice, asset management, and insurance services through INVEST Financial Corporation. We coordinate these varied services all from one office, managed by Bill McAndrew, Vice President, your personal Wealth Advisor to ensure all aspects of your financial plan are communicating with each other and working in your best interests. We have adopted strategies to help ensure that not only are your needs met but also the needs of your children and the succeeding generations, during all aspects of their lives. Your Financial Advisor will orchestrate your legal documentation and attorney, tax documentation and accountant, asset portfolios and statements, and insurance policies to create a specialized comprehensive and coordinated total wealth management strategy specifically for you, your family, your business and your future generations.

Your Full-Service Financial Center
The investment professionals with Fidelity Asset Management located at Fidelity Deposit and Discount Bank are dedicated to helping you achieve your financial goals. Bill McAndrew, Financial Advisor & Vice President, and Doug Coltrane, Investment Executive are dedicated to building a long-term relationship with you to provide the on going guidance you need to help achieve both short and long-term goals.

Complimentary Portfolio Review
For a complimentary review of your current portfolio, to help select the proper funds in your 401k or to establish a proper investment strategy to help reach your goals, call and schedule a no obligation appointment:
Call Bill or Doug today to schedule a financial review
570-504-2207 or 570-504-2206


Bill McAndrew
Vice President & Financial Advisor
Registered Representative of INVEST Financial Corporation
Email: Bill.McAndrew@investfinancial.com
Phone: 570-504-2207
Address:
Blakely & Drinker Streets
Dunmore, PA 18512


Ronald Douglas Coltrane
Investment Executive
Registered Representative of INVEST Financial Corporation
Email: Ronald.Coltrane@investfinancial.com
Phone: 570-504-2206
Address:
Blakely & Drinker Streets
Dunmore, PA 18512

 

INVEST Privacy Policy Statement | Important Information

About INVEST Financial Corporation
INVEST Financial Corporation, member FINRA, SIPC, is one of the nation's leading providers of insurance and securities products and services through financial institutions. Since 1982, INVEST has been providing clients with convenient access to a full array of investment products and services through independent advisors and financial institutions across the country.

 

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment adviser, is not affiliated with Fidelity Deposit and Discount Bank. Securities, advisory services and insurance products offered through INVEST and affiliated insurance agencies are:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

 

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
    (a) satisfy the qualification requirements of, and are approved to do business by, the state; or

    (b) are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
    (a) effecting, or attempting to effect, transactions in securities; or

    (b) rendering personalized investment advice for compensation.

For more information on Investment Services, go to INVEST Financial Corporation