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.
Frequently Asked Questions About Fidelity Investments
What services does Fidelity Investments offer at the Upper East Side Investor Center?
Fidelity Investments provides financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college planning, estate planning, and life insurance services.
Where is the Fidelity Investments Upper East Side Investor Center located?
It is located at 1356 Third Avenue, New York, NY 10075, United States.
What are the operating hours of the Fidelity Investments Investor Center on weekdays?
The center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is Fidelity Investments open on major holidays?
The center is closed on certain holidays, such as November 27, 2025, and December 25, 2025.
How can I schedule a complimentary financial planning appointment at Fidelity Investments?
You can schedule an appointment online via their website or by calling the local Investor Center phone number at +1 800-237-8834.
How can I perform service transactions with Fidelity Investments without visiting the center?
Fidelity encourages customers to use their website or the Fidelity Mobile app for service transactions for convenience and efficiency.
Which nearby places could I visit before or after my appointment at Fidelity Investments?
Nearby places of interest include McCabes Wine & Spirits for drinks, Tudor Salon and Spa for relaxation, Ela Book Store for shopping, and Gristedes for groceries.
Are there banking services close to Fidelity Investments for quick financial needs?
Yes, Capital One Bank, Citizens Bank, HSBC Bank, and an ATM at Citibank in Gristedes are nearby for your banking convenience.
Is there parking available near the Fidelity Investments location on Third Avenue?
Yes, the Impark parking facility is nearby, making it convenient for customers driving to the Investor Center.
What social media platforms can I follow Fidelity Investments on for updates?
You can follow Fidelity Investments on Facebook at fidelityinvestments, on Twitter at @fidelity, and on Instagram at fidelityinvestments.