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Products & Services

Fidelity Asset Management Services provides estate planning, investment advice, asset management, and insurance services through LPL Financial. We coordinate these varied services through each of our branch offices, managed by Bill McAndrew, Senior Vice President & Tom Regeneski, Asst. Vice President, your personal Wealth Advisors to ensure all aspects of your financial plan are communicating with each other and working in your best interests. We have adopted strategies in an effort to help ensure that not only are your needs met, but also the needs of your children and the succeeding generations, during all aspects of their lives. Your Wealth Advisor will orchestrate your legal documentation and attorney, tax documentation and accountant, asset portfolios and statements, and insurance policies to create a specialized comprehensive and coordinated total wealth management strategy specifically for you, your family, your business and your future generations.

We provide assistance in the following areas:

Investments

  • Stocks/Bonds
  • ETF's
  • Mutual Funds
  • Traditional/ROTH IRA's
  • SEP IRA's, SIMPLE IRA's, 401(k)'s, 403(b)'s
  • Brokerage Accounts
  • Advisory Accounts(managed Wealth Programs)
  • 529  / Coverdell College Savings Accounts 
  • Fixed & Fixed Index Annuities
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Profit Sharing Plans
  • Tax Plans
  • College Plans
  • Estate Plan

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance