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Wealth Management Solutions

As a Fidelity Bank Wealth Management client, you are eligible to enjoy additional benefits to our already great products along with premium offerings to include financial planning, investment management, lending solutions and trust services.

Wealth Management Banking

Premier Checking
Enjoy a premium interest bearing account with a tiered structure with higher rates for higher balances. Learn More

Money Market Account
With Fidelity Bank’s Money Market Account, you earn a competitive interest rate balanced with the convenience of check writing. Tiered interest rates allow you to earn higher interest rates on higher balances. Learn More

Certificate of Deposit (CD)
Enjoy the security of fixed interest rates on balances you do not need immediate access to with Fidelity Bank’s CD Accounts. Learn More

Individual Retirement Account (IRA)
Saving for retirement is one of the most important steps in creating a solid financial plan. Fidelity Bank’s low-risk Traditional and ROTH IRAs help you reach your goals while gaining tax advantages along the way. Learn More

Financial Planning

It is important to us that you feel confident in the investments you make. We have the tools to help. Learn More

Investment Management

Whether you’re new to investing or planning to take your portfolio to the next level, you’re in the right place. Our investments team is dedicated to helping you reach your goals. You can work with us within a framework that fits your needs for advice and day-to-day account management. Learn More

Personal Credit Solutions*

Mortgage
Competitive primary and secondary home mortgage rates. Contact us for more info

Construction Loans
Construction loans for your new home. Contact us for more info

Consumer Installment Loans
Access needed funds through tailored consumer lending solutions including: Asset secured lines of credit, home equity lines of credit and cash value lines of credit. Contact us for more info

* Loans and lines of credit are subject to normal credit approval.

Trust Services

Fidelity Bank provides a range of trust and estate-planning strategies and asset management for individual, family trust and institutional trust clients. We can help you provide for loved ones through estate planning and maximize your assets through investment management. Learn More

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.