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Personal Investments

Personal Investment Reviews

©Guy Cali

 

When it comes to investing, there are so many choices and options, it can be intimidating.  That's why it’s important to have a financial advisor to help you plan your financial future.

At Fidelity Bank, we share your dreams and understand your financial goals. We provide you with special attention when you most need it.

Our Fidelity Asset Management Team has directed local dollars and has helped many local customers make the most out of their money. Our experience and support helps you make smart choices with your finances. We help you set financial goals and direct you towards smart investments. Our services include:

  • Investment Planning
  • Education Planning
  • Estate Planning
  • Income Replacement
  • Retirement Planning

Because our investment services are in-house, you’ll receive prompt, friendly and professional service at all times—just as you've come to expect from Fidelity Bank

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 branchto speak with us in person.
 
*Not FDIC Insured I May Lose Value I Not Bank Guaranteed I Not a Bank Deposit I Not Guaranteed by Any Government Agency  
 

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Fidelity Bank or Fidelity Asset Management. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy

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) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.