At Fidelity Bank, we have been earning the trust of our clients for over 120 years. Expertise and commitment are the hallmarks of our approach and guide our Bankers as we review your overall financial situation, identify your needs and goals, and take the steps needed to maximize and preserve your wealth. We believe in serving as true financial partners. With regularly scheduled client meetings, we are able to address changes to your goals, needs or risk tolerance, and review account performance frequently.
While investment management is an integral part of wealth management, our services are much broader, encompassing individualized investment advice, tax and insurance planning, estate planning, retirement planning and education planning. Our Fidelity Bankers can help you build your financial and estate plans, and work with you to refine them as your life dictates.
When you’re looking for guidance, advice, and investment vehicles, Fidelity Bankers are here. Our investment process is principled and begins with understanding you and your goals. Learn how we can help you.
As wealth increases and circumstances change, planning your estate both now and into the future becomes even more important. The team of Fidelity Bankers provides the tools to preserve and protect what is valuable to you. Learn more now.
At Fidelity Bank, we understand that certain affluent clients have more complex wealth management needs. And to meet those needs, our team offers the most personal banking, investment and planning services. Learn more now.
When you invest, it’s important that you invest in a way that works for you. Our team of trusted financial advisors will take the time to get to understand your objectives and develop a plan to help you pursue your goals and fit your lifestyle. Click to learn more.