Developing a full understanding of a client’s financial goals is the foundation of Fidelity Bank’s Wealth Management process. Our expert bankers offer a holistic financial planning process that looks at your entire financial life, from banking and investments to insurance, and formulates a customized, personalized plan designed especially for you.
Our full-service Wealth Management team has a low advisor-to-client ratio which allows the team to provide clients with a high level of attention. With regularly scheduled client meetings, we are able to address changes to clients’ goals, needs or risk tolerance and review account performance.
Call (570) 558.0612 to speak with a Fidelity Banker today.
*Not FDIC Insured I May Lose Value I Not Bank Guaranteed I Not a Bank Deposit I Not Guaranteed by Any Government Agency
We opened our daughter's first savings account at Fidelity. It was a pleasure from start to finish, not to mention the nice child themed "green team" items they supplied which really show the children how important it is to save. We love Fidelity!