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 Alpharetta offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, and brokerage services including annuities, college planning, estate planning, investment guidance, life insurance, retirement and wealth planning.
Where is the Fidelity Investments located in Alpharetta?
It is located at 11800 Amber Park Drive, Suite 140, Alpharetta, GA 30009, USA.
What are the operating hours of Fidelity Investments in Alpharetta?
The Investor Center is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and holidays like November 27 and December 25, 2025.
How can I schedule a complimentary financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their website or by calling the local phone number +1 800-544-7472.
Does Fidelity Investments encourage digital service transactions?
Yes, for service transactions Fidelity encourages going digital by visiting their website or downloading the Fidelity Mobile app.
What is the website to learn more about this Fidelity Investor Center?
Visit https://www.fidelity.com/branches/investor-center-atlanta-alpharetta-alpharetta-georgia-30022 to get more information about this Investor Center.
Which nearby real estate agents are close to Fidelity Investments in Alpharetta?
Nearby real estate agents include Mitch Falkin Real Estate, AlpharettaZen Real Estate Expert Advisors, Allison DeBoy, Jennifer Cloud Realtor, and John H. Mason Realtor, which can help customers interested in real estate services near the Investor Center.
Are there any financial advising or wealth management firms near Fidelity Investments?
Yes, Clarivise Private Wealth is a nearby financial advising and investing firm that may provide complementary services to clients at Fidelity Investments.
What credit union is nearby Fidelity Investments and might be useful for customers?
LGE Community Credit Union is nearby, offering banking and financial services which may be convenient for Fidelity customers seeking complementary financial options.
Can visiting nearby places help when planning a trip to Fidelity Investments?
Yes, customers can visit nearby places like HP Hotels for accommodations or Emory at Avalon for healthcare services, making it convenient to bundle appointments or stays around their visit to Fidelity Investments.