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 Thousand Oaks offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, brokerage services, and more, including annuities, college planning, estate planning, life insurance, and wealth planning.
Where is the Fidelity Investments office located in Thousand Oaks?
The Fidelity Investments office is located at 111 South Westlake Blvd, #1, Thousand Oaks, CA 91362, USA.
What are the business hours for Fidelity Investments in Thousand Oaks?
They are open Monday through Friday from 8:30 AM to 5:00 PM and are closed on weekends and major holidays like Thanksgiving and Christmas.
How can I schedule an appointment with Fidelity Investments in Thousand Oaks?
You can schedule a complimentary planning appointment online via their reservation website or by calling their local phone number.
Does Fidelity Investments encourage digital service transactions?
Yes, they encourage customers to use their website or the Fidelity Mobile app for service transactions to provide a digital experience.
What is the best way to contact Fidelity Investments in Thousand Oaks?
You can call them at +1 800-381-6154 or visit their social media pages on Facebook, Instagram, and Twitter.
Are there any coffee shops near Fidelity Investments in Thousand Oaks where I can grab a drink before or after my appointment?
Yes, Starbucks Westlake & Thousand Oaks Deaf Nights and another Starbucks location are nearby, perfect for coffee or a light meal before or after your visit.
If I need printing or shipping services near Fidelity Investments in Thousand Oaks, where can I go?
FedEx Office Print & Ship Center and RushMyPassport in FedEx Office are nearby for printing, shipping, and passport services.
What are some good places to eat near Fidelity Investments in Thousand Oaks?
Nearby dining options include Firehouse Subs, Sharky's Woodfired Mexican Grill, The Kebab Shop, The Habit Burger Grill, and Cut 360 Steakhouse for a variety of cuisines.
Are there grocery or beverage stores near Fidelity Investments in Thousand Oaks?
Yes, Wild Fork is a nearby grocery store, and BevMo! is a liquor and tobacco shop close to the Fidelity Investments location.