Fidelity Bank

Understanding how to help you plan for your financial future is what the Fidelity Bankers do best.  Our team of trusted financial advisors is well experienced in handling the administration of trust funds, providing estate and financial planning support and acting as the estate executor of your loved ones who are no longer with us.  We take time to evaluate all options when involved in settling estates, establishing guardianships and administering trusts and we put that same level of care and attention into our relationships with schools, municipalities and institutions, too.

• Trust and Estate Planning
• Financial Planning
• Comprehensive review of wills, trusts, powers of attorney and health care directives
• Personal Trustee and Guardianship Services, including investment management and oversight of trust funds and the capacities as trustee and/or agent for trustee
• Corporate Trustee Services, including bond trustee and paying agent
• Custodial services
• Bill Paying Services
• Estate Administration, including executorship services