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 Lone Tree offer?
Fidelity Investments offers financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, and wealth planning.
What are the business hours for Fidelity Investments in Lone Tree?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays. It is also closed on holidays like November 27, 2025, and December 25, 2025.
How can I schedule a planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation link or by calling their local phone number +1 800 774 4578.
Where is Fidelity Investments located in Lone Tree?
Fidelity Investments is located at 9185 Westview Road, Lone Tree, CO 80124, USA.
Can I perform service transactions digitally with Fidelity Investments?
Yes, for service transactions, Fidelity encourages customers to use their website or the Fidelity Mobile app for digital services.
What are some nearby places of interest around Fidelity Investments in Lone Tree?
Nearby places include Mike's Camera Inc Lone Tree, Yardbird Outdoor Furniture, and In-N-Out Burger, which can be convenient for shopping or dining before or after your visit.
Are there restaurants near Fidelity Investments where I can eat before or after my appointment?
Yes, nearby dining options include In-N-Out Burger and Burger King, both fast food restaurants convenient for a quick meal.
What financial services are available nearby Fidelity Investments?
Nearby financial service providers include Fbsi Denver Park Meadows, Zopes Exchange, Bank of America, Bank of the West, and Security Service Federal Credit Union for additional banking and financial advising needs.
Does Fidelity Investments in Lone Tree have a social media presence where I can follow updates?
Yes, you can follow them on Facebook at fidelityinvestments, on Instagram at fidelityinvestments, and on Twitter at @fidelity.
Is it possible to get investment guidance and retirement planning at this Fidelity location?
Yes, this Fidelity Investments center provides investment guidance and retirement planning services as part of their offerings.