Meet with a Fidelity Workplace Financial Consultant
Meet with Fidelity one-on-one, and you’ll be able to tap into the education, resources, and support that only a trusted partner can provide. Plus, a consultation over the phone or by video conference with a Fidelity representative is at no additional cost to you as an employee benefit.
Your Workplace Financial Consultants are ready to help you address many questions, including:
- Am I investing properly?
- Am I on track with my retirement savings?
- How do I bring my retirement savings together?
Schedule an appointment with a Workplace Financial Consultant
- Select “Schedule a time to meet”
- Enter “SUNY” for Employer Name
- Select Appointment Type
- Choose date and register