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
800-295-4015
How can Executive Services help you?
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
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
800-295-4015
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.