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Asset Management Team

While retirement is a common dream for most of us, each of us has a unique vision for what retirement means, and how we plan to spend our days. However you picture your retirement—whether you're traveling the globe, tending your garden or volunteering at a local non-profit—your financial advisors on Fidelity Bank's Asset Management Team can help you get there, with a custom, personalized plan designed just for you.

Many people don't think about retirement until its fast approaching. But whether you're hoping to retire in 5 years of 45 years, it's never too early to start laying the financial foundation to make it a reality. Even if you don't have as much money as you would like to save for retirement each month, with good planning, every little bit helps.

Our expert team can help you with financial services, teach you about your options and how they work, and determine which type of IRA is right for you. We specialize in retirement investments including:

  • IRA
  • Mutual Funds
  • Money Market Securities
  • Stocks
  • Bonds

Stop by our Asset Management Department today or call us at (570) 504-2207 or 1-800-388-4380 and let us work at helping you to get ready for the day when you are ready to relax.

*Not FDIC Insured I May Lose Value I Not Bank Guaranteed I Not a Bank Deposit I Not Guaranteed by Any Government Agency

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Fidelity Bank or Fidelity Asset Management. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy
Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker- dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Please note: INVEST Financial Corporation, member FINRA/ SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Fidelity Asset Management Services or Fidelity Bank.

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