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Fidelity Asset Mgmt @ Fidelity Bank
William P. McAndrew
Senior Vice President & Financial Advsr
570-504-2207
bill.mcandrew@investfinancial.com
Welcome to Fidelity Asset Management
The investment professionals with Fidelity Asset Management located at Fidelity Deposit and Discount Bank are dedicated to helping you achieve your financial goals.  We offer our customers the same type of financial planning services that have been traditionally reserved for the super-wealthy, to the affluent, and soon to be affluent.  Everyone deserves good financial advise and we're here to provide you with a full array of planning tools and advice. 

Fidelity Asset Management Services provides estate planning, investment advice, asset management, and insurance services through INVEST Financial Corporation.  We coordinate these varied services through each of our  branch offices, managed by Bill McAndrew, Senior Vice President & Tom Regeneski, Asst. Vice President, your personal Wealth Advisors to ensure all aspects of your financial plan are communicating with each other and working in your best interests.  We have adopted strategies to help ensure that not only are your needs met, but also the needs of your children and the succeeding generations, during all aspects of their lives.  Your Financial Advisor will orchestrate your legal documentation and attorney, tax documentation and accountant, asset portfolios and statements, and insurance policies to create a specialized comprehensive and coordinated total wealth management strategy specifically for you, your family, your business and your future generations. 
 
Our Professionals
The investment professionals with Fidelity Asset Management located at Fidelity Deposit and Discount Bank are dedicated to helping you achieve your financial goals. Bill McAndrew, Senior Vice President/Financial Advisor, Tom Regenski, Assistant Vice President/Financial Advisor and Amanda Vinciguerra, Wealth Management Administrative Assistant are dedicated to building a long-term relationship with you to provide the on going guidance you need to help achieve both short and long-term goals. 
 

Complimentary Portfolio Review
For a complimentary review of your current portfolio, to help select the proper funds in your 401k or to establish a proper investment strategy to help reach your goals, call and schedule a no obligation appointment: Call us today to schedule a financial review 570-504-2206.
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Registered Representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Fidelity Asset Management Services or Fidelity Bank. Products offered are: • Not FDIC insured • Not Bank Guaranteed • May lose value including loss of principal.

https://www.investfinancial.com/public/forms/madv6130aifc.pdf
 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Customer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1.) Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2.) Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

   




This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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