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One-on-One Retirement Consultations with Fidelity

Posted:

Bill Stark from Fidelity Investments will be on campus for individual consultations with Buffalo State faculty and staff members on March 31, May 6, and June 24 between 9:30 a.m. and 4:00 p.m. in Cleveland Hall 416. There is no cost for these consultations.

Appointments are required. Please visit fidelity.com/schedule to schedule an appointment with Bill Stark. 

  • In the “Employer” field, enter “State University of New York”
  • In the “Select Appointment Type” field, select “in person”
  • In the “Location” drop down, select “NY”
  • In the “Select Location” drop down, select “Buffalo State College”

Fidelity can help you:

  • Review your overall retirement savings portfolio
  • Evaluate your investment choices and asset allocation
  • Discuss strategies to help protect your assets and future income
  • Determine if you are on track to meet your retirement goals

Schedule your complimentary one-on-one appointment today.

Submitted by: Erika Z. Grande