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 Walnut Creek Investor Center?
Fidelity Investments provides financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, and investment guidance.
What are the hours of operation for Fidelity Investments in Walnut Creek?
The Walnut Creek Investor Center is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and holidays like Thanksgiving and Christmas.
How can I schedule an appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation link or by calling the local Investor Center.
Where is Fidelity Investments located in Walnut Creek?
Fidelity Investments is located at 2001 North Main Street, Suite 100, Walnut Creek, CA 94596.
Does Fidelity Investments offer digital services?
Yes, for service transactions, Fidelity encourages using their website or the Fidelity Mobile app for digital access.
Are there any banks near Fidelity Investments in Walnut Creek?
Yes, City National Bank, City National Bank ATM, Wells Fargo Private Bank, and Wells Fargo Home Mortgage are located nearby for convenient banking needs.
What food and cafe options are near Fidelity Investments?
Nearby cafes and restaurants include A Sweet Affair Bakery, 1990 Cafe, and Vinny's Pizza Palace for quick bites before or after your visit.
Can I find mortgage services near Fidelity Investments?
Yes, you can find mortgage lenders and brokers nearby such as Flagstar Bank Home Loan Center, Wells Fargo Home Mortgage, and Keith Parrett - Mortgage Advisor.
What should I know about Fidelity Investments' social media presence?
Fidelity Investments has a Facebook page at facebook.com/fidelityinvestments, an Instagram handle @fidelityinvestments, and a Twitter handle @fidelity for the latest updates.
What categories best describe Fidelity Investments' Walnut Creek location?
The Walnut Creek Investor Center is categorized under investment service, financial planning, and Fidelity Investments.