FIDELITY FINANCIAL SERVICES
At Fidelity Financial Services we are committed to helping our clients turn their
aspirations and financial dreams into realities. Our dedication is firmly rooted
in our goal to provide high-quality, comprehensive financial services in an atmosphere
that allows us to get to know you better – your family, your business, your financial
goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to
a wide array of financial and wealth management solutions, including services such
as professional money management, retirement and education planning, and investment
products including stocks, bonds, mutual funds, annuities and insurance products.
UVEST is a leading provider of investment and insurance programs to financial institutions
across the country, and is a registered broker/dealer and an
FINRA member firm.
To view your brokerage account online, click here.
To learn more about these and other investment strategies, contact your local Fidelity
Bank branch and set up an appointment.
Products & Services
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Stocks & Bonds
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Individual Retirement Accounts
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Tax Advantage Investments
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Business Retirement Plans
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Mutual Funds
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Retirement Planning
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Annuities
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Education Planning & 529 Plans
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Insurance Products
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Professional Asset Management
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Securities and insurance products offered by UVEST Financial Services and its affiliates,
member of FINRA and
SIPC. UVEST Financial Services and Fidelity Financial Services, are independent
entities. Investment Advisory Services offered by UVEST Financial Services, an SEC
Registered Investment Advisor.
This site is designed for U.S. residents only. The services offered within this
site are available exclusively through our U.S. registered representatives. UVEST
Financial Services U.S. registered representatives may only conduct business with
residents of the states for which they are properly registered. Please note that
not all of the investments and services mentioned are available in every state.
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Not FDIC Insured
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Not Bank Guaranteed
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May Lose Value
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Not Guaranteed by any Government Agency
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Not a Bank Deposit
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