Business Details
About
Investment ServiceFinancial Planning
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.
Location
Hours
Frequently Asked Questions About Fidelity Investments
What services does Fidelity Investments in Birmingham offer?
Fidelity Investments offers financial planning, wealth management, retirement, investment, and brokerage services including annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, and wealth planning.
Where is the Fidelity Investments office located in Birmingham?
The Fidelity Investments office is located at 216 Summit Blvd, Ste 110, Birmingham, AL 35243, US.
What are the operating hours of Fidelity Investments in Birmingham?
Fidelity Investments is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays. The office is also closed on holidays like November 27 and December 25, 2025.
How can I schedule an appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online through their website or by calling the local Investor Center at +1 800-873-5140.
Does Fidelity Investments encourage digital service transactions?
Yes, for service transactions, Fidelity encourages customers to use their website or download the Fidelity Mobile app for a digital experience.
What financial planning categories does Fidelity Investments specialize in?
Fidelity specializes in retirement planning, investment services, brokerage accounts, 401(k) plans, and wealth management.
Are there any clothing stores near Fidelity Investments in Birmingham?
Yes, nearby clothing stores include Lizard Thicket Boutique, Soft Surroundings, Aerie, South, Free People, Apricot Lane Boutique, Mizzen+Main, Levi's Store, lululemon, The Normal Brand, Madewell, Banana Republic, and Lululemon Athletica.
What dining options are available near the Fidelity Investments office?
Nearby dining options include FLIP Burger Boutique, North Italia (Italian and pizza restaurant), and Chuy's (Tex-Mex restaurant).
Can customers visit other nearby stores for accessories and gifts after their visit to Fidelity Investments?
Yes, customers can visit nearby stores like Charming Charlie and gorjana for fashion accessories, Brighton for jewelry and shoes, Swoozie's gift shop, and ALEX AND ANI for jewelry.
What nearby services can help customers plan travel or get eyewear needs met when visiting Fidelity Investments?
Customers can visit Brownell Travel for travel services and tours or SEE Eyewear for optometry and eyewear retail near Fidelity Investments.