There are many choices when it comes to choosing a wealth management partner. Here are the reasons we think you should choose Fidelity Bank:
- We are a locally managed, community bank with the flexibility to provide customized solutions for each client.
- We believe in honesty, integrity, the golden rule and premier service, and operate under the highest standard of integrity, trust and accountability – the fiduciary standard; serving the client’s best interests, and placing them ahead of our own.
- We engage each client in a discovery and consultative process, and utilize industry leading planning solutions to build a plan.
- Each client is assigned a dedicated Wealth Advisor to assist them in achieving their financial goals
- All investment services are offered on a non-proprietary basis with third-party investment managers and are tailored to client’s individual goals.
- We offer comprehensive banking, cash management and lending solutions.1
- Trust and estate planning services are provided locally through our Trust Services group
- Private Mortgage Lenders have expertise in their knowledge of the market and ability to provide customized mortgage solutions.1
- Specialized expertise and solutions for physicians, their practices, attorneys, CPAs and their firms.
1 Loans and lines of credit are subject to normal credit approval criteria.
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.