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.
Frequently Asked Questions About Fidelity Investments
What financial services does Fidelity Investments in New Haven offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, and brokerage services, including annuities, college planning, estate planning, life insurance, and wealth planning.
Where is the Fidelity Investments office located in New Haven?
The office is located at 265 Church Street, One Century Tower, New Haven, CT 06510, USA.
What are the office hours for Fidelity Investments in New Haven?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule an appointment at the Fidelity Investments Investor Center?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local center.
Can I perform service transactions digitally for Fidelity Investments?
Yes, service transactions are encouraged to be completed digitally through Fidelity's website or the Fidelity Mobile app.
What should I know about holiday closures at Fidelity Investments in New Haven?
The office is closed on holidays such as November 27, 2025, and December 25, 2025.
What nearby banks can I visit when going to Fidelity Investments?
People's United Bank and M&T Bank are nearby; customers can conveniently manage banking and investment needs in the same area.
Are there dining options near Fidelity Investments for clients to visit?
Yes, nearby options include Jasmine Thai Cart, Willoughby's Coffee & Tea, Zoi's cafe, Bruegger's Bagels, and Audubon Market for a variety of dining experiences before or after your visit.
Is there any public transportation or transit-related location near Fidelity Investments that can help clients reach the office?
While specific transit stations aren't listed, One Century Tower and nearby landmarks like the New Haven County Courthouse are central, making the location accessible; clients may find local transit services around Church Street helpful.
Can clients combine their visit to Fidelity Investments with nearby professional services?
Yes, there are many nearby services such as legal firms like Wiggin and Dana LLP, Gillis Law Firm, and Early, Lucarelli, Sweeney & Meisenkothen, as well as architectural and real estate services, allowing clients to coordinate multiple professional needs in one trip.