Shari Bevan, Attorney, ChFC, CLU, Bevan Wealth & Tax Strategies

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Our focus isnt on the product, its on the strategy.At Higgins & Bailley, you dont get a cookie cutter plan designed to pigeon-hole clients. We design and implement a financial plan tailored to your specific needs.Everyone has stuff. You may have a CPA, attorney or advisor who has done work for you, but have you had someone come in and make sure everyone is on the same page? Make sure everything is working towards a cohesive plan? Theres an enormous difference between having a bunch of stuff, and having a written plan with an implementation strategy. Putting away money and saving for retirement is vastly different than having an income strategy once you retire.

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.