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Home / Plan & Invest / Trust & Fiduciary Services
When you are planning for your financial future, you need a partner you can trust to guide you through the process. That’s Fidelity Bank. Our team of dedicated financial advisors, which includes two licensed and experienced Pennsylvania attorneys, is well-experienced in handling the administration of trust funds, providing estate and financial planning support, and acting as the estate executor for your loved ones . Our Bankers 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.
Wealth Management vs. Financial Planning: Understanding the Difference
Estate and Succession Planning
Setting Retirement Goals
Wealth Management FAQs
*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency
Fidelity Bank offers a variety of convenient resources and tools. Educational articles, Frequently Asked Questions, Instructional Videos and more are at your fingertips.