LIFEDESIGN BANKING FOR BUSINESS
The process by which a team of financial experts works together to identify the most efficient and cost effective methods for you to accomplish your business, financial and personal goals.
Jump on the bandwagon...
Fidelity Bank is one of the fastest growing Business Banks in the area. An increasing number of business men and women are turning to Fidelity Bank because they value the LifeDesign for Business advantage - a team of professionals in the areas of Business Financing, Cash Management, Investments, Benefits Administrationand Other Services designed to help manage your business.
Business Financing
Many of your business goals are best accomplished through some form of Business Financing. Our LifeDesign for Business team includes Business Financing experts who will help you wade through the multitude of financing options to find the one that best suits the needs of you and your business.
Some common goals addressed through Business Financing include:
- Purchasing / Expanding a Facility
- Building a New Facility
- Purchasing Equipment
- Compensating for Seasonal Cash Flow Dips
- SBA Lending Options
LifeDesign for Business
Financial Designers:
Sally Buffum, SVP
Business Banking Officer
Worcester Area
sbuffum@fidelitybankonline.com
Peter Hazel, SVP
Business Banking Officer
Gardner
J.T Kelley, SVP
Business Banking Officer
North County Area
jkelley@fidelitybankonline.com
Meghan Liddy, SVP
Business Banking Officer
Worcester Area
mliddy@fidelitybankonline.com
David Perry, SVP
Millbury
dperry@fidelitybankonline.com
Cash Management Services
Just about everyone needs your money. You need to pay your vendors. You need to pay your employees. You need to earn as much as possible on the cash you aren't sending to someone else. Our LifeDesign for Business team includes Cash Management experts who will help you craft a solution for your unique business needs that will help you save time and money.
Some popular products and services our experts utilize include:
- 100% Insured Cash Management Accounts
- Free Checking Accounts
- High-Yield Money Market & Savings Accounts
- Sweep Accounts
- Lines of Credit
- Overdraft Privilege
- Online Business Banking
LifeDesign for Business Cash Management Experts:
Jennifer Conrad, SVP
Millbury / Worcester Area
jconrad@fidelitybankonline.com
Carl Querino, VP
Fitchburg / Gardner Area
cquerino@fidelitybankonline.com
Investments & Insurance*
You're working hard to build your business, but what would happen to it if something happened to you? Who would take care of your business? More importantly, who would take care of your family? Our LifeDesign for Business team includes Investment & Insurance experts who can help you and your business address these possibilities.
Some popular solutions our experts will help in developing include:
- Succession Planning
- Key Employee Insurance Programs
- Asset Protection
- Mutual Funds and Managed Money
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliates. These products are subject to investment risk, including the possible loss of value.
- Not a deposit
- Not FDIC Insured
- Not insured by any federal government agency
- Not guaranteed by the bank
- May go down in value
Investment products are: |
LifeDesign for Business Investments & Insurance Experts:
Call us today for more information- 800.581.5363.
Benefits Administration
Good people are hard to find, so it's worth putting effort into attracting and retaining quality employees. There are a number of employee benefit programs your business can implement to help make you an employer of choice within your region. Our LifeDesign for Business team will not only help craft a set of valuable employee benefits for your business - they'll also help manage them throughout their existence!
Some popular ideas our experts will help manage for your business include:
- 401k Plans
- Affordable Group Health Insurance
- Payroll Services
- LifeDesign @ Work
Other Services
- Remote Deposit Capture
- Bill Payment & Bill Presentment for Business
- ACH (Automated Clearing House)
- Merchant Card Services
- Charity by Design
- Fidelity Bank Online Security-Industry Best Practices
Financial Designer
Our Financial Designers for Business are local specialists in the areas of Cash Management, Lending, and other services necessary to start and maintain a successful business. Business men and women rely on Fidelity Bank's financial professionals; you can focus on developing the rest of your business because you will have the peace of mind that comes from making a more informed financial decision. This peace of mind is LIFEDESIGN.
Has your business been LIFEDESIGNED? To talk to a local Financial Designer today, simply dial (800) 581-5363 or visit one of our convenient local branches.
- Remote Deposit Capture
- Deposit checks from your office using our imaging package
- Charity by Design
- Fidelity Bank will match a percentage of your LifeDesign @ Work average deposits and donate it in your company's name to the charity of your choice.
- Online Banking
- View balances, transfer funds and print statements from your home PC.
- Telephone Banking
- Check balances, transfer funds and more using a touch tone telephone.
- Online Bill Payment
- Save your checks and pay your bills through your bank.
- Foreign ATM Fee
- Charge from another bank for using their ATM.
- Financial Designer
- Fidelity Bank specialist that helps you make a more informed financial decision.
