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 Cary offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, Medicare, and wealth planning.
What are the operating hours of Fidelity Investments in Cary?
The center is open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends and holidays like November 27, 2025 and December 25, 2025.
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 the local Investor Center.
Where is Fidelity Investments located in Cary?
The office is located at 580 New Waverly Place, Suite 240, Cary, NC 27518, USA.
Is it possible to perform service transactions digitally with Fidelity Investments?
Yes, service transactions are encouraged to be done digitally through the Fidelity website or the Fidelity Mobile app.
Which nearby wellness or spa services can I visit around Fidelity Investments?
Nearby wellness places include Bliss Massage, Body Balance By Audra, Younique Wellness and Aesthetics, Well Being Therapeutic Massage & Bodywork, and Spa By Jing for massage, medical spa, and beauty treatments.
Are there healthcare providers close to Fidelity Investments that I could visit?
Nearby medical services include Cary Obstetrics & Gynecology, Acacia Collaborative Psychological Services, Mercado Janet (family practice), Summit Endocrine & Diabetes, and Dr. Todd W Garcia (dentist).
Can I find financial advising or tax services near Fidelity Investments?
Yes, MJ Sheerin, CPA, Lancaster Jack A CFP, and Franek Tax Services are nearby firms offering accounting, financial advising, and tax services.
What is the timezone for Fidelity Investments in Cary?
The timezone is America/New_York.
How can I connect with Fidelity Investments on social media?
You can find them on Facebook at facebook.com/fidelityinvestments, Instagram as fidelityinvestments, and Twitter as fidelity.