Our roots – Fidelity Financial Services began in 1966 as a Fidelity Union Life insurance agency with Robert Linton as owner. The primary focus was offering life insurance and annuities to college seniors and graduate students, as a foundation for financial security, for the real world these college students would soon be facing.Along the way – Over the years additional insurance carriers were brought into the lineup, adding medical, disability and long term care coverage to our offerings. In the mid-80’s mutual funds were also added to the lineup. With the availability of these additional products, strategies relating to college funding, retirement planning and estate planning strategy services were added.
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