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 Monterey 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 Monterey?
Fidelity Investments is located at 553 Munras Avenue, Monterey, CA 93940, United States.
What are the operating hours for Fidelity Investments in Monterey?
Fidelity Investments is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule a financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their website or by calling their local Investor Center.
Is there a way to handle Fidelity service transactions digitally?
Yes, for service transactions, Fidelity encourages customers to use their website or download the Fidelity Mobile app for digital access.
What days is the Fidelity Investments center closed for holidays?
The center is closed on November 27, 2025, and December 25, 2025, for holidays.
What nearby food options are available close to Fidelity Investments?
Nearby food options include Erik's DeliCafé, Terra Superfoods, r.g. Burgers, Ike's Love & Sandwiches, Panda Express, Chipotle Mexican Grill, and Peet's Coffee.
Are there nearby shops where I can visit before or after my visit to Fidelity Investments?
Yes, nearby shops include the AT&T Store for mobile phones, Mythic Monterey for toys and crafts, Old Capitol Books bookstore, and Rubystar Gems and Gifts jewelry store.
What nearby wellness services can clients access around Fidelity Investments?
Clients can access wellness services like Monterey MD Spa, Massage Envy - Monterey Downtown, Kirkwood Chiropractic, and Pouchet Training gym near Fidelity Investments.
Is there a nearby historic site or cultural attraction close to Fidelity Investments in Monterey?
Yes, the Robert Louis Stevenson House, a historic landmark and museum, is nearby and worth visiting before or after your appointment at Fidelity Investments.