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 offer at the Berkeley Investor Center?
Fidelity Investments in Berkeley offers financial planning, wealth management, retirement, investment, and brokerage services, including annuities, college planning, estate planning, life insurance, and investment guidance.
Where is Fidelity Investments located in Berkeley?
The Fidelity Investments Berkeley Investor Center is located at 1995 University Avenue, Suite 120, Berkeley, CA 94704.
What are the operating hours of Fidelity Investments Berkeley?
The Berkeley Investor Center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule a financial planning appointment at Fidelity Investments Berkeley?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local Investor Center phone number.
Can I complete service transactions digitally with Fidelity Investments Berkeley?
Yes, for service transactions Fidelity encourages going digital by using their website or downloading the Fidelity Mobile app.
What is the phone number to reach Fidelity Investments in Berkeley?
You can contact Fidelity Investments Berkeley at +1 800-225-6447.
Which nearby educational institutions are close to Fidelity Investments Berkeley?
Nearby educational institutions include the Institute of East Asian Studies, Center for Southeast Asian Studies, Berkeley Summer Sessions, and UC Berkeley Extension, which may be useful for clients affiliated with these centers.
What nearby dining options are available around Fidelity Investments Berkeley?
After visiting Fidelity Investments, clients can enjoy nearby restaurants such as Burgerim, Burgerimberkeley, eVe Restaurant, Rose Pizzeria, Slow, Garden Variety, and The Butcher's Son Vegan Delicatessen and Bakery.
Are there nearby parking and transportation options when visiting Fidelity Investments Berkeley?
Yes, visitors can use Underhill Parking & Field and the UC Berkeley Parking & Transportation Department to conveniently park or find transportation near the Investor Center.
Does Fidelity Investments Berkeley have an online presence on social media?
Yes, Fidelity Investments Berkeley can be found on Facebook at fidelityinvestments, on Instagram as fidelityinvestments, and on Twitter under the handle fidelity.