Fidelity Bank understands the high level of personal service investment clients require. That’s why our team of bankers work one-on-one with you, ensuring you have the solutions needed to meet your complex financial needs now and into the future. You can trust in our thorough and detailed in-house investment process to provide well-diversified, thoughtful portfolios constructed to meet your individual financial goals.


  • Proprietary investment research and portfolio construction
  • Personalized investment advice
  • Comprehensive investment/retirement asset reviews
  • Individualized risk tolerance assessment
  • Development of customized portfolios to achieve financial objectives
  • Online Access to account
  • Dedicated Investment Advisor and Relationship Manager


*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency

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