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 are the main financial services offered by Fidelity Investments in San Jose?
Fidelity Investments offers financial planning, wealth management, retirement planning, investment guidance, brokerage services, estate planning, annuities, and life insurance.
Where is the Fidelity Investments office located in San Jose?
The office is located at 4160 North First Street, San Jose, CA 95134, USA.
What are the operating hours of the Fidelity Investments Investor Center in San Jose?
The 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 planning appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation link or by calling the local Investor Center phone number.
Does Fidelity Investments encourage using digital tools for service transactions?
Yes, Fidelity encourages customers to use their website or the Fidelity Mobile app for service transactions to provide a convenient digital experience.
What are some nearby coffee shops to Fidelity Investments where I can grab a drink before or after my visit?
Nearby coffee shops include Starbucks, The Coffee Bean & Tea Leaf, and Panera Bread, offering great places to relax or have a meeting around your visit.
Are there any nearby healthcare facilities close to Fidelity Investments in San Jose?
Yes, there are several nearby healthcare facilities including Urgent and Primary Care First Street - El Camino Health, Urgent Care First Street - El Camino Health, and El Camino Health (First Street).
Can I find dining options close to Fidelity Investments for lunch or dinner?
Yes, there are multiple nearby dining options such as SHAN RESTAURANT (Pakistani and Pan Asian), Shan Tandoori Pizza (Indian and Pizza), Sajj Mediterranean, Chipotle Mexican Grill, Rok Steakhouse & Grill, and Panda Express.
What social media platforms does Fidelity Investments in San Jose use for communication?
Fidelity Investments is active on Facebook (facebook.com/fidelityinvestments), Instagram (@fidelityinvestments), and Twitter (@fidelity).
What is the timezone for the Fidelity Investments office in San Jose?
The office is located in the America/Los_Angeles timezone.