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 offer at the Sunnyvale Investor Center?
Fidelity Investments provides financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, and wealth planning.
What are the business hours for the Fidelity Investments office in Sunnyvale?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays. It also closes on holidays such as November 27, 2025, and December 25, 2025.
How can I schedule a financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local Investor Center phone number.
Is it possible to handle service transactions digitally at Fidelity Investments?
Yes, service transactions are encouraged to be done digitally through Fidelity's website or by downloading the Fidelity Mobile app.
Where is the Fidelity Investments office in Sunnyvale located?
It is located at 398 West El Camino Real, Suite 102, Sunnyvale, CA 94087, United States.
What is the contact phone number for Fidelity Investments in Sunnyvale?
The main phone number is +1 800-371-0613.
Are there any nearby dining options close to Fidelity Investments where customers can eat?
Yes, nearby dining options include Ginger Cafe, P.F. Chang's China Bistro, and Chick-fil-A, which customers might visit before or after their appointment.
What nearby fitness or activity options are accessible to customers near Fidelity Investments?
Nearby, Tutu School Sunnyvale offers dance and fitness instruction, providing a good option for customers seeking physical activity.
Can customers visit any nearby financial institutions close to Fidelity Investments?
Yes, customers will find several nearby financial institutions including Provident Credit Union, Citibank, Technology Credit Union, and Wells Fargo offices.
Are there any nearby wellness or spa centers for customers to relax near Fidelity Investments?
Customers can visit The Pretty Kitty spa, Skin Refine Medspa, or Cherry Glen Nail Salon located nearby for wellness and relaxation services.