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 financial services does Fidelity Investments in Los Gatos offer?
Fidelity Investments provides financial planning, wealth management, retirement planning, investment and brokerage services, including annuities, college planning, estate planning, life insurance, and investment guidance.
How can I schedule a financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local Investor Center at +1 800-579-9984.
What are the operating hours for Fidelity Investments in Los Gatos?
Fidelity Investments is open Monday to Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays. It is also closed on holidays like November 27 and December 25, 2025.
Where is the Fidelity Investments Investor Center located in Los Gatos?
It is located at 434 N. Santa Cruz Avenue, Los Gatos, CA 95030, USA.
Can I access Fidelity Investments' services digitally?
Yes, for service transactions, it is encouraged to use their website or download the Fidelity Mobile app to manage services digitally.
Are there any coffee shops near Fidelity Investments where I can relax before or after my visit?
Yes, there are Starbucks coffee shops nearby where you can enjoy coffee or smoothies before or after your visit to Fidelity Investments.
What dining options are available near Fidelity Investments in Los Gatos?
Nearby dining options include Aldo's Cafe for Italian cuisine, Mountain Mikes Pizza, Aldos Fire Pizza Truck, PintxoPote for Spanish tapas, JJ Magoo's pizza, and Enoteca La Storia, which is an Italian restaurant and wine bar.
Are there any fitness or wellness centers near Fidelity Investments?
Yes, X2O Studio, a pilates studio and gym, is nearby for sports and recreation activities.
What options are available nearby for real estate services close to Fidelity Investments?
Several real estate agents and services like Coldwell Banker Los Gatos agents (Silvia O'Haren, Don Perry, Pete Myers, Lisa Anne Radding, Frank Grengo), Nicole Emanuel Real Estate, and Tracy Pina Real Estate are located nearby.
How can I contact Fidelity Investments via social media?
You can find Fidelity Investments on Facebook at facebook.com/fidelityinvestments, on Instagram as fidelityinvestments, and on Twitter as @fidelity.