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 Palo Alto offer?
Fidelity Investments provides financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college planning, estate planning, life insurance, and wealth planning.
What are the operating hours of the Fidelity Investments Investor Center in Palo Alto?
The Investor Center 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 financial planning appointment at Fidelity Investments in Palo Alto?
You can schedule a complimentary financial planning appointment online via their reservation URL or by calling the local Investor Center.
Is there an online or mobile option to handle transactions at Fidelity Investments?
Yes, for service transactions, Fidelity encourages customers to go digital by visiting their website or downloading the Fidelity Mobile app.
Where is Fidelity Investments located in Palo Alto?
It is located at 251 University Avenue, Palo Alto, CA 94301, USA.
What types of accounts can I open at Fidelity Investments Palo Alto?
You can open various accounts including brokerage accounts, retirement accounts, investment accounts, and 401k plans.
What nearby restaurants can I visit before or after my appointment at Fidelity Investments?
Nearby restaurants include Oren's Hummus (Mediterranean cuisine), Zao Noodle Bar (noodles), Local Union 271 (American cuisine and bar), University Cafe (American restaurant), Garden Fresh Vegan Cuisine (Chinese), and Round Table Pizza.
Are there any nearby shopping options close to Fidelity Investments in Palo Alto?
Yes, nearby shopping options include Arnoldi Jewelers for jewelry and fashion accessories, J Foss boutique for women's clothing, Rocket Fizz gift and candy store, and The Shade Store for linens and window installations.
Which nearby businesses may be relevant for corporate or technology clients visiting Fidelity Investments?
Nearby relevant businesses include Advanced Technology Ventures (financial and IT services), Attensi (software development), Spiio (software and computer hardware), Musqot Marketing Technology, Dossier Digital Competency Management, Nordic Innovation House, and Bluestone USA (all software development and professional services).
Can I find nearby recreational or fitness venues close to Fidelity Investments in Palo Alto?
Yes, nearby recreational and fitness options include Punchville (sports and fitness instruction), Neemo Method (gym and fitness trainer), and PortalOne Arcade for entertainment.