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 Brea offer?
Fidelity Investments offers financial planning, wealth management, retirement, investment, and brokerage services, including annuities, college planning, estate planning, life insurance, and wealth planning.
Where is Fidelity Investments located in Brea?
Fidelity Investments is located at 815 East Birch Street, Brea, CA 92821, United States.
What are the operating hours of Fidelity Investments?
Fidelity Investments is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays. It is also closed on holidays such as November 27, 2025, and December 25, 2025.
How can I schedule a planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via the reservation URL or by calling the local Investor Center phone number.
Is there a mobile app available for Fidelity Investments customers?
Yes, for service transactions Fidelity encourages customers to go digital by visiting their website or downloading the Fidelity Mobile app.
Which nearby banks can I visit if I'm at Fidelity Investments in Brea?
Nearby banks include Fidelity Bank and California Bank & Trust, which can be convenient for additional financial services when visiting Fidelity Investments.
What nearby shopping centers are there around Fidelity Investments in Brea?
You can visit Brea Marketplace and Target Brea for shopping and groceries near Fidelity Investments.
Are there restaurants near Fidelity Investments where I can eat before or after my visit?
Yes, The Refinery, Rubio's, and TGI Fridays are nearby restaurants where you can dine before or after your appointment.
What public or government services are located near Fidelity Investments in Brea?
The Brea War Memorial and the Brea Chamber of Commerce are nearby places relevant for public and community services.
How can I contact Fidelity Investments for inquiries or more information?
You can contact Fidelity Investments by calling their main phone number at +1 800-526-7251 or visit their official website and social media pages.