The investment professionals with Fidelity Asset Management Services located at Fidelity Bank are dedicated to helping you pursue your financial goals. We offer our customers the same type of financial planning services that have been traditionally reserved for the super-wealthy, to the affluent, and soon to be affluent. Everyone deserves good financial advice and we're here to provide you with a full array of planning tools and advice.
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 and your personal Wealth Advisor to ensure all aspects of your financial plan is 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 addressed, 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.
