When you invest, it’s important that you invest in a way that works for you. Our Fidelity Asset Management Team of trusted financial advisors will take the time to get to know your investment objectives. Whether you are investing your personal or business assets they will work closely with you to develop a plan to help you reach your goals and fit your lifestyle. Visit our website www.fidelitybankinvestments.com for more detailed information.
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.
Senior Vice President and Investment Advisor
Bill McAndrew is a Senior Vice President/Senior Financial Advisor and Registered Representative of INVEST Financial Corporation. He graduated with a Bachelor of Science degree in Finance from the Smeal College of Business at Pennsylvania State University. Bill developed an extensive estate planning background graduating from the PBA Advance School of trust at Bucknell University and is also a graduate of PBA Advance School of Banking at Bucknell University.
Bill is a diversified, results-driven professional with more than 25 years of experience in the financial services industry with specific skills in: Retirement Income Planning, Liability-Driven Investing techniques, Structuring Tax Free Income Portfolios, and developing integrated Financial and Estate Plans with extensive experience in portfolio management, including 401k's, IRA's, endowments and municipal pensions
Stop by our Investment website today or call us at (570) 504-2207 or 1-800-388-4380 and let us help you plan for the future!
When it comes to investing, there are so many choices and options, it can be intimidating. Having a financial advisor can help you map out your financial future. At Fidelity Bank, we share your dreams and understand your financial goals because we provide individualized, personal service to keep you on the right path to your financial success. And our investment services are in-house so you’ll always receive prompt, friendly and professional service anytime you need us.
While retirement is a common dream for most of us, each of us has a unique vision for what retirement means, and how we plan to spend our days. Whether you're hoping to retire in 5 years or 45 years, it's never too early to start laying the financial foundation to make it a reality. Even if you don't have as much money as you would like to save for retirement each month, with good planning, every little bit helps. Our expert team can help you with financial services, teach you about your options and how they work, and determine which type of IRA is right for you.
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.
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 branch to speak with us in person.
You have a business – we have investment solutions that are customized just 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. We believe you deserve a high level of investment knowledge so that you can rest assured that your money is working for you. Our Fidelity Asset Management Team of trusted financial advisors believes in building a relationship with you through personalized services, outstanding market expertise and a genuine commitment to helping your business succeed. And your relationship with Fidelity will pay you dividends for years to come.
And, we offer a full range of plans for businesses of any size, from IRAs to 401(k)s. Let us help you choose the right retirement savings vehicle to fit your business and help you attract and retain employees.
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.
Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
I do all my banking with Fidelity mostly at the Clarks Summit Branch. I find everyone gives great customer service and is helpful if I have a question. Please don't lose that home town feel.