Welcome to First Fidelity

First Fidelity is a full-service retirement planning company. Our mission is to help provide financial solutions and improve your quality of life. At First Fidelity, we create life-long relationships and are committed to helping improve our clients’ retirement strategies.


After a thorough and careful financial discovery appointment, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs and retirement goals – and create a retirement plan that is unique to your situation.

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Recent News

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