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 Santa Barbara offer?
Fidelity Investments provides financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college planning, estate planning, life insurance, and wealth planning.
Where is Fidelity Investments located in Santa Barbara?
It is located at 3793 State Street, Santa Barbara, CA 93105, US.
What are the operating hours of Fidelity Investments Santa Barbara?
The center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends and holidays such as November 27 and December 25, 2025.
How can I schedule a complimentary planning appointment with Fidelity Investments in Santa Barbara?
You can schedule a complimentary planning appointment online through their reservation URL or by calling their local phone number at +1 800-622-0603.
Does Fidelity Investments in Santa Barbara encourage online or app transactions?
Yes, for service transactions, they encourage using their website or downloading the Fidelity Mobile app for digital service.
What is the website URL for Fidelity Investments in Santa Barbara?
Their website URL is https://www.fidelity.com/branches/investor-center-santa-barbara-california-93105?ccsource=local_search.
Are there nearby places where I can eat before or after visiting Fidelity Investments?
Yes, nearby dining options include Taqueria La Unica, Taco Bell, Ruth's Chris Steak House, and The Buzz Hive sports bar, offering a variety of Mexican, steakhouse, seafood, and casual food choices.
What nearby banks or financial services are close to Fidelity Investments?
Nearby financial services include Bank of America, Montecito Bank & Trust, Wells Fargo ATM, Homebridge Financial Services, and Chase Mortgage, providing additional banking and mortgage services.
Is there a convenient place nearby to get printing or shipping services near Fidelity Investments?
Yes, the FedEx Office Print & Ship Center is nearby, which offers printing and shipping services to assist with your document needs.
What are some nearby health and wellness places close to Fidelity Investments?
Nearby health and wellness options include Bliss Connections spa and naturopathic center, as well as the Santa Barbara Herb Clinic and Acupuncture for alternative medicine.