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
Fidelity Investments
16740 Birkdale Commons Pkwy, Huntersville, NC
28078, United States
Hours
Frequently Asked Questions About Fidelity Investments
What services does Fidelity Investments in Huntersville offer?
Fidelity Investments offers financial planning, wealth management, retirement, investment, brokerage services, annuities, college planning, estate planning, life insurance, and Medicare assistance.
Where is the Fidelity Investments office located in Huntersville, NC?
The office is located at 16740 Birkdale Commons Pkwy, Ste. 301, Huntersville, NC, 28078, USA.
What are the operating hours of Fidelity Investments in Huntersville?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and certain holidays like November 27 and December 25, 2025.
How can I schedule a complimentary financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online through their reservation URL or by calling the local phone number +1 561-310-7725.
Can I perform service transactions digitally with Fidelity Investments?
Yes, Fidelity encourages digital service transactions through their website or the Fidelity Mobile app.
What categories of accounts can I open at Fidelity Investments Huntersville?
You can open brokerage accounts, 401k, retirement accounts, and investment accounts.
Are there any nearby dining options around Fidelity Investments in Huntersville?
Yes, the Midwood Smokehouse, a barbecue and American restaurant, is nearby and offers a great place to dine before or after your visit.
What are some nearby shopping options around Fidelity Investments?
Nearby shopping options include Williams-Sonoma for home and kitchen goods, Banana Republic, Anthropologie, and Victoria's Secret for clothing and fashion accessories.
Is there a nearby trail or outdoor activity spot near Fidelity Investments?
Yes, McDowell Greenway is a nearby hiking trail where visitors can enjoy outdoor activities before or after their appointments.
What contact information is available for Fidelity Investments in Huntersville?
You can reach Fidelity Investments by calling their local number +1 561-310-7725 or their main phone number +1 800-622-9980. They also have social media handles such as @fidelityinvestments on Instagram and @fidelity on Twitter.