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.
Frequently Asked Questions About Fidelity Investments
What services does Fidelity Investments provide at the Irvine Investor Center?
Fidelity Investments offers financial planning, wealth management, retirement planning, investment guidance, annuities, college planning, estate planning, and life insurance services.
Where is the Fidelity Investments Irvine Investor Center located?
The center is located at 2211 Michelson Drive, Irvine, CA 92612, USA.
What are the operating hours for the Irvine Fidelity Investors Center?
The center is open Monday to 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?
You can schedule a complimentary planning appointment online through their reservation URL or by calling the main phone number.
Are there any holiday closures for the Fidelity Investments Irvine center?
Yes, the center is closed on November 27, 2025, and December 25, 2025, and possibly other holidays as noted.
Can I perform service transactions digitally with Fidelity Investments?
Yes, for service transactions, it is recommended to go digital by visiting Fidelity's website or downloading the Fidelity Mobile app.
Which nearby financial service providers can I find around Fidelity Investments in Irvine?
Nearby financial service providers include CG Commercial Finance, L&G Insurance Agency, Vatreni Mortgage, and Marrick Wealth, which may offer complementary services or referrals.
Are there any mortgage brokers near the Fidelity Investments Irvine location?
Yes, nearby mortgage brokers include Super Home Funding, Nathan Udomsri, Independent Home Finance, Vatreni Mortgage, and John Paul Riturban, which can assist with home loans and refinancing.
What nearby legal services are available close to Fidelity Investments?
Nearby legal services include Law Office of Grant Hermes, Atticus Injury Law, and Gordon And Rees, which specialize in personal injury law, wills, trusts, and probate.
How can nearby business centers like WeWork or Prosum Technology Services help me when visiting Fidelity Investments?
WeWork and Prosum Technology Services are nearby professional and corporate offices, which may be convenient landmarks or meeting points when visiting Fidelity Investments at 2211 Michelson Drive.