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Corporate Investment

Customized Solutions for Managing Your Company’s Investments

 

Serious investment programs need to be customized.  Because Fidelity is a local business, we understand the unique needs of local business owners.  You can count on us to respond to your needs with a high level of investment knowledge, tailored to the specific requirements of your company. 

 

Since 1903, Fidelity Bank has been developing its expertise through close relationships within our community. Whether you need a little or a lot of help, our Fidelity Asset Management Team* can assist you with setting financial goals, getting advice on the right investments for your company and forecasting your chances of success.  We can also assist you with designing a 401(k) plans for your employees-one of the most attractive benefits you can offer your employees.  A 401(k) plan is easy, convenient, and inexpensive… with important tax advantages for everyone.

 

Fidelity Bank’s Asset Management Team offers a breadth of investment services and is an expert source for counseling you on investment options. All of our Investment Services are in-house so you can always count on prompt, personal attention.  If you have questions or concerns, we’ll take the time to listen and work with you to find the best solution for your investment needs.

 

Fidelity Bank Business Investment Management Services include:

 

  • Business Investment Management
  • Employee 401 (k) Plans

Start building a relationship that will pay dividends for years to come.  Stop by Fidelity Bank’s 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

 

Please note: Fidelity Asset Management offers securities and advisory services through INVEST Financial Corporation (INVEST), member FIRNA/SIPC, a registered Broker Dealer and federally registered investment advisor is not affiliated with Fidelity Asset Management or Fidelity Bank.

 

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.

Please click here for INVEST Financial Corporation’s Privacy Policy.

 

 

 
 
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