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101 North Blakely Street,
Dunmore, Pa 18512
Meet Patrick
At Fidelity Asset Management Services at Fidelity Bank, we recognize that securing your employees’ financial future requires careful planning, making it one of the most important responsibilities for employers. That’s why we offer a specialized service to help you review and optimize your employer sponsored retirement plan. Our goal is to ensure it provides maximum benefits for both your organization and your employees. With our extensive industry expertise, we simplify the complexities of the regulatory landscape and develop customized solutions tailored to your unique objectives. Our commitment is to provide you with the strategic insight and resources needed to work toward building a stable, secure, and prosperous future for your workforce.
• Plan Management & Risk Mitigation – Proactive strategies to work toward minimizing risk in an effort to enhance plan outcomes.
• Investment Management – Thoughtful, strategic investment oversight to help manage fiduciary responsibilities and work toward mitigating liability.
• Expense & Service Provider Oversight – Ensuring cost efficiency and quality service for your plan.
• Employee Engagement & Education – Delivering tailored education programs to help employees work toward maximizing their retirement benefits.
• Regulatory Compliance Support – Assisting in adherence to evolving regulations to ensure your plan remains compliant and up to date.
• Customized Retirement Plan Design Assistance – Structuring plans that align with your company’s goals and employee needs.
With extensive experience and a hands-on approach, we provide the guidanceand solutions you need to work toward ensuring a well-managed, compliant, andeffective retirement plan. Our dedicated team is committed to supporting you everystep of the way, ensuring smooth implementation and seeking ongoing plan success.
Wealth Management vs. Financial Planning: Understanding the Difference
Estate and Succession Planning
Wealth Management FAQs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. THE FIDELITY DEPOSIT & DISCOUNT BANK and FIDELITY ASSET MANAGEMENT SERVICES are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FIDELITY ASSET MANAGEMENT SERVICES, and may also be employees of THE FIDELITY DEPOSIT & DISCOUNT BANK. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, THE FIDELITY DEPOSIT & DISCOUNT BANK or FIDELITY ASSET MANAGEMENT SERVICES Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
Fidelity Bank offers a variety of convenient resources and tools. Educational articles, Frequently Asked Questions, Instructional Videos and more are at your fingertips.
