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 offer at The Villages Investor Center?
Fidelity Investments at The Villages provides financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college planning, estate planning, and life insurance.
Where is Fidelity Investments located in The Villages, FL?
Fidelity Investments is located at 1057 Lake Sumter Landing, The Villages, FL 32162, USA.
What are the regular business hours of Fidelity Investments at this location?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is Fidelity Investments open on major holidays?
Fidelity Investments is closed on holidays such as November 27, 2025, and December 25, 2025.
How can I schedule a financial planning appointment with Fidelity Investments at The Villages?
You can schedule a complimentary planning appointment online through their reservation URL or by calling the local Investor Center phone number.
What digital options are available for Fidelity Investments customers?
Customers are encouraged to use the Fidelity website or download the Fidelity Mobile app for service transactions.
Are there dining options near Fidelity Investments in Lake Sumter Landing?
Yes, nearby dining options include SUBWAY, Bravo Pizza, Lake Sumter Landing Bar Huts, Panera Bread, and City Fire Restaurant, perfect for a meal before or after your visit.
What financial institutions are located near Fidelity Investments in The Villages?
Nearby financial institutions include TD Ameritrade, Wells Fargo Advisors Financial Network, Citizens First Bank, and Charles Schwab, providing various financial services close by.
Are there any other financial advising services close to Fidelity Investments?
Yes, Zenith Advisory Group offers financial advising services nearby, which might be of interest if you're exploring additional options.
What nearby places can I visit for leisure or personal care after my appointment at Fidelity Investments?
Nearby leisure and personal care options include Cal's Barber Shop, Signature Nails beauty salon, Cane Garden Country Club for nightlife, and The Villages Golf and Tennis for sports activities.