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 Sarasota offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, and wealth planning at their Sarasota Investor Center.
Where is the Fidelity Investments Investor Center located in Sarasota?
The Investor Center is located at 201 N Cattleman Road, Sarasota, FL 34243, United States.
What are the operating hours of the Fidelity Investments center in Sarasota?
The center is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays. It is also closed on major holidays such as November 27 and December 25, 2025.
How can I schedule a complimentary planning appointment at Fidelity Investments Sarasota?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local Investor Center phone number.
Does Fidelity Investments encourage digital service options?
Yes, for service transactions, Fidelity encourages customers to use their website or download the Fidelity Mobile app for digital service.
What is the contact phone number for Fidelity Investments in Sarasota?
The contact phone number for the Sarasota Investor Center is +1 800-237-8826.
Can I visit Fidelity Investments Sarasota's social media pages?
Yes, you can find them on Facebook at facebook.com/fidelityinvestments, on Instagram at @fidelityinvestments, and on Twitter at @fidelity.
Which nearby restaurants can I visit before or after my appointment at Fidelity Investments Sarasota?
Nearby dining options include Panera Bread, Naked Farmer, California Pizza Kitchen, Shake Shack, Jpan Sushi & Grill, BENTO Sarasota, and Jeni's Splendid Ice Creams among others.
Where can I find retail or recreational locations near Fidelity Investments Sarasota?
Nearby retail and recreational places include Golfsmith - Sarasota for golf equipment, Game Stop for gaming and entertainment, and Target for department store shopping.
How can nearby coffee shops and cafes complement my visit to Fidelity Investments Sarasota?
You can enjoy coffee or light meals before or after your visit at nearby cafes such as Panera Bread and Starbucks, which provide convenient dining options close to the office.