MENU

Advisors
Employers
Who We Are
Getting Started
In the News
Contact Us
Fiduciary Briefcase Login

Contact Us

Office:

866-338-0097

mmontgomery@fidelisfiduciary.com

Tampa Office

14502 N. Dale Mabry Highway
Suite 328
Tampa, FL 33618

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Have A Question?

Name

Email

Address

Question

Thank you! Oops!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

Home
Advisors
Employers
Getting Started
In The News
Contact Us
Resources

Phone: 866.338.0097 • info@fidelisfiduciary.com

Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

Contact

Fidelis Fiduciary Management

Office:

866-338-0097

14502 N. Dale Mabry Highway
Suite 328
Tampa, FL 33618

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations