Visit our Investment website today to begin planning your future or call us at (570) 504-2206 or 1-800-388-4380 to talk directly with a financial advisor.
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 pursue your goals and fit your lifestyle.
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 & Wealth Advisor
Bill McAndrew is a Senior Vice President & LPL Financial Advisor. Bill graduated with a Bachelor of Science degree in Finance from the Smeal College of Business at Pennsylvania State University. He developed an extensive estate planning background graduating from the PBA Advance School of Trust at Bucknell University. Bill has more than 30 years of experience in the wealth management industry. His specialties include, Retirement Income Planning, including 401k’s and IRA’s, Liability-Driven Investing techniques, Structuring Tax Free Income Portfolios and Developing integrated Financial and Estate Plans.
Bill’s philosophy is to commit his energy, intellect and knowledge to attaining the financial objectives of his clients by providing the highest possible level of service by challenging himself to innovate and excel across a broad range of investment products. Bill’s highest priority is sustaining his clients’ trust and confidence and to put the financial well-being of his clients first by remaining responsive to the needs of his clients in a financial environment characterized by constant change.
Assistant Vice President & Wealth Advisor
Tom is Assistant Vice President & LPL Financial Advisor. Tom earned his Bachelor of Science degree in Business Management from the University of Scranton. Tom brings over twenty years of management experience with exemplary customer service skills in the health care, technology, and the hospitality industry as a small business owner.
Tom is a Wealth Manager who takes a long-term relationship driven approach of developing trusted goal-based investment strategies. Tom believes that there are no two clients alike and solutions should be customized to the individualized needs learned throughout the discovery and financial planning process. Tom believes transparency, trust, full disclosure, and proper explanation of recommended solutions are paramount to developing and maintaining a long-term relationship with his clients. His extensive business experience along with his attention to detail and his high degree of professionalism and trust are all assets in the continuous servicing of his individual and business clients of Fidelity Asset Management Services located at Fidelity Bank.
Wealth Management Administrative Assistant
Amanda Vinciguerra is a Wealth Management Administrative Assistant for Fidelity Asset Management Services. Amanda earned her Associate’s Degree in Business Administration from Keystone College and has been with Fidelity Bank for 7 years beginning her career as Bank Teller in April 2008 and then advancing to Customer Service Representative and Teller Services Supervisor. As Wealth Management Administrative Assistant, she is the key contact and liaison for wealth management customers and Fidelity Asset Management Services. Amanda is an Associated Person of LPL Financial.
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.
Our Commitment to you our clients’ interests comes first. So it’s our goal to help you succeed.
Stop by our Investment website today or call us at (570) 504-2206 or 1-800-388-4380 and let us help you plan for the future!
Securities offered through LPL Financial, Member FINRA/SIPC.Insurance products offered through LPL Financial or its licensed affiliates.
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.