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Corporate Investments

Corporate Investment Reviews

We know how hard you work hard building your business—after all, we are a local business too, and we know what it's like. We believe you deserve a high level of investment knowledge so that you can rest assured that your money is working 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.

For instance, not only is a 401(k) a great retirement savings vehicle for a company's owners, it's also one of the most attractive benefits you can offer your employees.  With the help of Fidelity, a 401(k) plan can be an easy, convenient, and inexpensive financial tool for the company and its employees alike.

Start building a relationship that will pay dividends for years to come.  Stop by our Asset Management Department today or call us at (570) 504-2207 or 1-800-388-4380.

 

*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.