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 Mountain View offer?
They offer financial planning, wealth management, retirement planning, investment and brokerage services, including annuities, college planning, estate planning, life insurance, investment guidance, and wealth planning.
How can I schedule a planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation link or by calling the local Investor Center.
What are the operating hours of Fidelity Investments in Mountain View?
Fidelity Investments is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and holidays like November 27, 2025 and December 25, 2025.
Where is Fidelity Investments located in Mountain View?
It is located at 2580 West El Camino Real, Suite 9, Mountain View, CA 94040, USA.
Is there a way to access Fidelity Investment services outside of office visits?
Yes, service transactions are encouraged to be done digitally via their website or the Fidelity Mobile app.
Are there any nearby eateries I can visit before or after my appointment at Fidelity Investments?
You can visit nearby restaurants like Sajj Street Eats, The Counter burger restaurant, Cocina Central Mexican restaurant, or Mizu Sushi Bar & Grill for a variety of delicious options.
Where can I find nearby medical facilities if I need healthcare services near Fidelity Investments?
Carbon Health Urgent Care Mountain View - San Antonio Center and Family Dentistry - Dr. Marina Manosov DDS are nearby medical options.
Are there convenient banking or ATM services near Fidelity Investments?
Yes, there is a Bank of America ATM close to Fidelity Investments for your banking needs.
What options are available nearby if I want a coffee or a bubble tea after my visit?
Nearby you can find Peet's Coffee for coffee lovers and Boba Bliss for bubble tea and cafe-style drinks.
How can I follow or contact Fidelity Investments on social media?
You can follow Fidelity Investments on Facebook at facebook.com/fidelityinvestments, on Twitter at @fidelity, and on Instagram at @fidelityinvestments.