Schedule a 'One-on-One' consultation with Fidelity representative:
To schedule your meeting:
- Online (Recommended method): Schedule online at getguidance.fidelity.com
- Phone: Call 800-642-7131 (open from 8am-9pm EST) to schedule an appointment on campus closest to you.
- Once scheduled, if you have questions prior to your appointment, contact Paul Bolles at firstname.lastname@example.org
FYI - One-on-One consultations run approximately 60 minutes. Spouses and guests are welcome to attend.
Fidelity Investments Telephone Counseling Center
If you are unable to attend an individual meeting on a campus, Fidelity Retirement Services Specialists are also available for telephone consultations at 1-800-343-0860, Monday-Friday, 8:00am to midnight EST.