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 Charlotte Investor Center?
Fidelity Investments offers financial planning, wealth management, retirement, investment, brokerage services, and additional services like annuities, college planning, estate planning, life insurance, and Medicare support.
Where is the Fidelity Investments Charlotte Investor Center located?
It is located at 4611 Sharon Road, Suite 125, Two Coltsgate, Charlotte, NC 28211, USA.
What are the business hours for the Fidelity Investments Charlotte Investor Center?
The center is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and major holidays like Thanksgiving and Christmas.
How can I schedule a complimentary planning appointment at Fidelity Investments?
You can schedule a free planning appointment online through their reservation URL or by calling the local Investor Center phone number.
Is there a way to handle service transactions digitally with Fidelity Investments?
Yes, Fidelity encourages customers to handle service transactions digitally via their website or by downloading the Fidelity Mobile app.
What is the best way to contact Fidelity Investments in Charlotte for inquiries?
You can contact them by phone at +1 800-275-6799 or visit their Facebook, Instagram, or Twitter pages for updates and support.
Are there any nearby public transit or notable landmarks near the Fidelity Investments office to help find the location?
Fidelity Investments is near the Southpark area, close to several well-known places including Adecco employment agency, Sam's Mart convenience store and gas station, and Dogwood Southern Table & Bar restaurant, which can help orient visitors.
Which nearby healthcare providers are close to Fidelity Investments Charlotte office?
Nearby healthcare providers include Dr. James Harper (plastic surgeon), Southpark Dental and Oral Care, and Webb & Goldsmith Orthodontics, which might be convenient if you have appointments in the area.
What dining options are available near the Fidelity Investments location?
Nearby dining options include Dogwood Southern Table & Bar for southern cuisine and Burger King for quick-service meals, providing convenient food choices before or after your visit.
Are there any real estate services or agencies near Fidelity Investments in Charlotte?
Yes, there are multiple real estate services nearby such as Re/Max Executive Realty, Charlotte Metro Realtor, and Francis Arrue Real Estate, which may be helpful if you are considering property investments or need local real estate advice.