MacMillian Financial

Whiston Asset Management is a Registered Investment Advisor, with 29 years of experience servicing the individual financial needs of investors. We are a fee based management firm focused on Asset Allocation. As a Financial and Insurance services company, we are better able to service the individual, and business needs of our global customers. We are Advisors who focus on knowing our customers and meet with each one individually. We are focused on giving you the client access to professional money management and investment choices needed to deliver the customized services to meet your investment objectives. We are a company that takes the time to understand each customer's long-term investment and insurance needs. We are in the business of offering long-term savings solutions and diversified retirement products. A company that can manage each clients risk tolerance by putting together customized products and services. We are a company who believes it is our job to stay current with market trends and economic changes and our obligation to know our customers. At Whiston Advisors, we use independent research, select the best managers, and use the latest technology. We follow a clear-cut, stream lined flexible structure for decision-making. Whiston Advisors is a company that is easy to do business with. We are a company that gives you access to your portfolio manager. A company that is accessible- anywhere, anytime, through a variety of channels, including toll free telephone, wireless texting, Internet, e-mail.

Fidelity Investments, based in Lebanon, NJ, offers a wide array of financial services including brokerage accounts, retirement planning, and wealth management solutions tailored to different investor needs. With no fees or minimums to open a retail brokerage account, Fidelity prioritizes affordability and accessibility for its clients. The company also provides various investment options such as stocks, ETFs, mutual funds, and crypto, along with tools and resources designed to assist individuals in managing their finances effectively. Fidelity's dedicated team of professionals is available to offer guidance and support, ensuring clients can achieve their financial goals. Generated from the website

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.