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 Bethesda offer?
They provide financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, and wealth planning.
Where is Fidelity Investments located in Bethesda?
It is located at 7501 Wisconsin Avenue, Suite 150W, Bethesda, MD 20814, US.
What are the operating hours for Fidelity Investments in Bethesda?
They are open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends and holidays like Thanksgiving and Christmas.
How can I schedule a planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation URL or by calling their local Investor Center.
Does Fidelity Investments encourage using digital services?
Yes, for service transactions, Fidelity encourages going digital via their website or the Fidelity Mobile app.
What is the contact phone number for Fidelity Investments in Bethesda?
The main phone number is +1 800-531-2419.
Which nearby parking options are available when visiting Fidelity Investments?
You can use LAZ Parking - 7501 Wisconsin and the nearby Parking garage for convenient parking near Fidelity Investments.
What nearby dining options can I check out before or after visiting Fidelity Investments?
You might want to visit nearby restaurants such as Bice (Italian restaurant), 7501 Cafe (coffee shop), or Old Homestead Steak House for dining options.
Are there other financial or investment offices near Fidelity Investments?
Yes, nearby offices include Raymond James & Associates, Block Shift, Merrill Lynch Wealth Management, Chevy Chase Trust, and Nationwide Mutual Insurance Company.
Can I find legal or professional services near Fidelity Investments?
Yes, nearby services include law firms such as Webb Soypher McGrath, Lisa Seltzer Becker, Offit Kurman, and professional services like Calibre CPA Group.