Welcome to Fidelity Executive ServicesSM

Your employer and Fidelity are pleased to provide you with access to a dedicated Executive Planning Consultant and a specialized support team at no cost to you.


Call us to get started

800-533-8004

How can Executive Services help you?

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Get the most from your benefits today


First, we'll help you understand the details and options of your benefits and assess your situation to help you make decisions.


  • Plan design and rules
  • Current personal holdings and elections
  • Contribution and distribution strategies
  • Tax implications
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Manage your full wealth portfolio for tomorrow


Then, we'll help integrate your benefit decisions into your broader wealth plan.


  • Retirement planning
  • Asset allocation
  • Trust and estate strategies
  • Family assistance

Get Started

Call your Executive Services Associate Team at

800-533-8004

Available Monday–Friday 8:30 a.m. – 8:30 p.m. ET

Financial resources at your fingertips

FidSafe®


The safe, easy, no-cost way to store, access and share digital copies of your family's most important documents.