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Meeting with a Fidelity representative one-on-one can help you feel better about your finances whether you’re curious about short-term financial needs or want to get a handle on your retirement goals. 

 

Need assistance? We're here to help

Watch this short video to see how Jason and his colleagues can help during a one-on-one consultation.  
 

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Representatives can help answer questions like:

  • Am I on track to retire when I want to?
  • How do I save for tomorrow when I am dealing with today?
  • How will contributing to a 401(k) help me?

 

One-On-One Consultations

Jason Cronick, CRPC® is a Workplace Financial Consultant for Fidelity. To view available days and times that Jason can meet either by phone, zoom, or in-person, you can click here.

If you cannot schedule a time with Jason, you can always call 800-343-0860 weekdays from 7:30 a.m. to 8:00 p.m. CST, to speak with a financial consultant or schedule a complimentary appointment. You can also schedule appointments online at www.fidelity.com/schedule.

 

The general information contained in this summary does not address all requirements of the plans and complete information is contained in the official plan documents. If this summary differs from the terms and provisions of the official plan documents, the official Plan documents will govern and control. Methodist reserves the right to amend, suspend, or terminate its plans at any time, in whole or in part. Participation in these plans is not an offer or guarantee of employment.

Fidelity retail products and services are offered separately from your employer-sponsored retirement plan.

Fidelity® Personalized Planning & Advice at Work is a service of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, and may be referred to as "Fidelity," "we," or "our" within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

Investing involves risk, including risk of loss.

Before investing, consider the funds' investment objectives, risks, charges, expenses, and available share classes. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. 


Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 
©2025 FMR LLC. All rights reserved.

 

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