Helping you get hold of your future.

We make your money make sense.

Graduating with many student loans had me feeling behind on my future planning, I left my appointment with a clear path to my retirement while still being able to pay down my educational debt.

Becoming a member is simple:

Fill out the form, or call us today to set up your introductory appointment.
Decide on your stage one goals with our experts.
Follow the plan and watch your goals become reality.

Fidelity Holdings has been a constant in my life, it helped my parents save for my education and is now helping me save for my future.

The Fidelity Holdings Advantage

Open your account today

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M2M Member


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Heritage Member

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Learn where you are.

Our experts take the time to go over your whole financial picture before making recommendations. You need to learn where you are before figuring out where you would like to end up.

Easy partner merging.

Whether your partner has their own account or you're helping them take that first step, Fidelity Holdings can easily help you take your single plan into a household plan.

We work on your time.

Fidelity Holdings extended hours allow you to work on your future on your schedule. Call us during our extended evening hours from the comfort of your couch.



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