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 Boca Raton offer?
They provide financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, and investment guidance.
Where is the Fidelity Investments Boca Raton office located?
It is located at 1400 Glades Road, Unit 180, University Commons, Boca Raton, FL 33431, USA.
What are the operating hours of the Boca Raton Fidelity Investments center?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and holidays such as Thanksgiving and Christmas.
How can I schedule a financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their website or by calling the local Investor Center at +1 800-544-8237.
Does Fidelity Investments offer digital services for transactions?
Yes, service transactions are encouraged to be done digitally through their website or the Fidelity Mobile app.
Can I find places to eat near Fidelity Investments in Boca Raton?
Yes, nearby dining options include Jamba University Commons (smoothies), J. Alexander's (steakhouse), McCormick & Schmicks (seafood), Mario's Osteria (Italian), P.F. Chang's China Bistro, Genji Sushi Boca Raton, and Shake Shack.
Are there shopping options close to Fidelity Investments in University Commons?
Yes, nearby shopping includes Nordstrom Rack, Etiquette Boutique, Barnes & Noble, Bed Bath & Beyond, Michaels Stores, and Whole Foods Market within University Commons shopping center.
Where can I get coffee near Fidelity Investments in Boca Raton?
Nearby coffee shops include Starbucks, Barnes & Noble coffee shop, and the WFM Coffee Bar at Whole Foods Market.
What are some nearby services in case I need a locksmith or mobile phone store?
KeyMe Locksmiths is nearby for locksmith services, and there is a T-Mobile store for mobile phone needs.
How can I follow Fidelity Investments online for updates?
You can follow Fidelity Investments on Facebook at facebook.com/fidelityinvestments and on Instagram and Twitter with the handle fidelityinvestments and fidelity respectively.