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 are offered at Fidelity Investments in Burlington, MA?
Fidelity Investments provides financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college and estate planning, and life insurance.
Where is Fidelity Investments located?
Fidelity Investments is located at 44 Mall Road, Burlington, MA 01803, USA.
What are the business hours of Fidelity Investments in Burlington?
The investor center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on weekends and major holidays like Thanksgiving and Christmas.
How can I schedule an appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online through their website or by calling the local Investor Center at +1 800-526-7172.
Does Fidelity Investments encourage digital service use?
Yes, for service transactions, it is encouraged to use Fidelity's website or the Fidelity Mobile app for a digital experience.
What categories of financial services does Fidelity Investments specialize in?
Fidelity Investments specializes in 401k office services, investment services, retirement account management, brokerage accounts, and general financial planning.
How can nearby legal services like Cormier Law, LLC benefit Fidelity Investments customers?
Customers seeking estate planning or legal assistance in wills and trusts can conveniently consult Cormier Law, LLC near Fidelity Investments for comprehensive financial and legal support.
What nearby medical or wellness services are available near Fidelity Investments?
Customers can access eye care at MyEyeDr. and Insight Optical, dental services at Lexington Prosthodontics, and physical therapy at Britt Smith Massage and Keep It Moving Physical Therapy & Wellness, all close to Fidelity Investments.
Are there nearby financial institutions and services that complement Fidelity Investments?
Yes, nearby options include Edward Jones financial advisors, Leader Bank, Chase Bank and ATM, HarborOne Mortgage, and Charles Schwab, offering additional mortgage, investment, and banking services.
What nearby amenities can customers enjoy when visiting Fidelity Investments at Mall Road?
Customers can visit local dining spots like Uno Pizzeria & Grill or explore educational services such as Mall Rd Knowledge Beginnings preschool close to the Investor Center.