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 at Ballantyne Commons Pkwy offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, and brokerage services including annuities, college and estate planning, investment guidance, life insurance, and Medicare consulting.
What are the operating hours of Fidelity Investments at the Charlotte Investor Center?
The center is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays. It is also closed on holidays including November 27 and December 25, 2025.
How can I schedule a financial planning appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online through their website or by calling the local Investor Center phone number +1 833-996-2279.
Is there a digital way to access services from Fidelity Investments without visiting the center?
Yes, for service transactions, Fidelity encourages customers to go digital via their website or by downloading the Fidelity Mobile app.
What is the address of Fidelity Investments in Charlotte?
Fidelity Investments is located at 5335 Ballantyne Commons Pkwy, Suite 100, Charlotte, NC 28277, USA.
Can I visit IHOP near Fidelity Investments for breakfast before my appointment?
Absolutely, IHOP is nearby and a convenient place to enjoy breakfast or brunch before your visit to Fidelity Investments at Ballantyne Commons Pkwy.
Are there coffee shops close to Fidelity Investments where I can grab a drink?
Yes, Starbucks is located nearby, making it easy for customers to get coffee or smoothies before or after their appointment with Fidelity Investments.
What shopping options are available near Fidelity Investments at Ballantyne Commons Pkwy?
Near Fidelity Investments, you can find stores like Chacos for shoes, LOFT for women's clothing, Pier 1 Imports for home decor, and The Original Mattress Company for retail needs.
Where can I find financial institutions nearby Fidelity Investments for additional banking needs?
Truist bank is located near Fidelity Investments, making it convenient for customers to access banking services in the same area.
Are there any fitness or activity centers close to Fidelity Investments for customers who want to exercise?
Iron Athlete Fitness and Training is nearby, offering fitness opportunities for customers visiting Fidelity Investments to combine health and financial well-being visits.