You have access to one-on-one support through Fidelity as you plan for your future – from short-term, simple savings goals to long-term financial wellness, or somewhere in between. One-on-one support from Fidelity’s Planning and Advice Professionals for your retirement, investing and financial wellness needs is available, regardless of your age or account balance, at no cost to you. No matter your location, you can schedule an over-the-phone appointment for detailed, personal help with your overall financial well-being – from healthy savings habits to decision-making on your assets when changing jobs or retiring.

To schedule an appointment:

  • Call 1-800-603-4015 on business days to speak with a Fidelity Planning and Advice representative right away.
  • Visit to schedule a one-on-one phone appointment.