Fidelity Investments Appointments Available Via Telephone or Zoom

In this time of uncertainty with Coronavirus (COVID-19), Fidelity Investments is still available to meet with all UMass associates – over the phone – at a time that is most convenient for you.

Michael Fraser, Fidelity’s Retirement Planner dedicated to the University of Massachusetts, is a licensed financial professional, with 9 years of experience helping people plan for their financial futures.

“I can help with many of your everyday financial needs — from investing in your workplace retirement plan, to identifying ways to save for college tuition and much more.

Phone Appointments and Zoom Appointments with a Fidelity Retirement Planner are Available. 

Mondays – Fridays

Times and dates are provided when setting up appointments.

Zoom link and password will be provided in a separate E-Mail prior to the meeting.


3 Ways You Can Set Up an Appointment

  1. Go to com/UMass and click “Meet with Us”
  2. Text (SMS) “ASK” to 343898
  3. Call Us at: 1-800-642-7131 Monday – Friday 8 AM – 12 AM

Download the Fidelity telephone meetings during COVID-19 Flyer.

Departments Human Resources