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 financial services does Fidelity Investments in Naples offer?
Fidelity Investments in Naples offers financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college and estate planning, and life insurance services.
How can I schedule a financial planning appointment at Fidelity Investments Naples?
You can schedule a complimentary financial planning appointment online through their reservation URL or by calling the local Investor Center at +1 800-544-6761.
What are the office hours for Fidelity Investments in Naples?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is Fidelity Investments Naples open on major holidays?
No, Fidelity Investments Naples is closed on major holidays including November 27, 2025 (Thanksgiving) and December 25, 2025 (Christmas).
Where is the Fidelity Investments Investor Center located in Naples?
It is located at 5200 Tamiami Trail N, Suite 103, Naples, FL 34103, USA.
Can I access Fidelity Investments services digitally?
Yes, for service transactions, Fidelity encourages customers to use their website or the Fidelity Mobile app for convenient digital access.
What nearby dining option can I visit before or after my appointment at Fidelity Investments Naples?
You can visit Mel's Diner, a local restaurant close to Fidelity Investments Naples, for a meal before or after your appointment.
Are there nearby financial institutions near Fidelity Investments Naples?
Yes, nearby financial institutions include PNC bank and ATM services, Naples Title, and LibertyX Bitcoin ATM, which can be useful for additional banking or financial needs.
What other professional services are located near Fidelity Investments Naples?
Nearby professional services include Cosmetic Surgeons of Naples for medical needs, McLaughlin & Stern and Marshall Law Office for family law, and Generational Strategies Group for financial advising.
How can nearby legal offices assist a customer visiting Fidelity Investments Naples?
Legal offices such as McLaughlin & Stern, Marshall Law Office, and Tarnow & Associates, located nearby, can assist customers with divorce, family law, wills, trusts, and probate matters, complementing financial planning services.