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 in Westlake, OH offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, and brokerage services, including annuities, college planning, estate planning, life insurance, and wealth planning.
Where is Fidelity Investments located in Westlake?
Fidelity Investments is located at 1800 Crocker Road, Westlake, OH 44145, United States.
What are the operating hours for Fidelity Investments on weekdays?
Fidelity Investments is open Monday to Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is Fidelity Investments open on holidays?
No, Fidelity Investments is closed on major holidays such as November 27, 2025, and December 25, 2025.
How can I schedule a planning appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online through their website or by calling the local Investor Center at +1 800-418-6591.
Can I perform service transactions digitally with Fidelity Investments?
Yes, Fidelity encourages customers to complete service transactions online via their website or through the Fidelity Mobile app for convenience.
Are there nearby financial institutions close to Fidelity Investments in Westlake?
Yes, U.S. Bank and its related mortgage loan officers are located nearby, providing banking and mortgage services complementary to investment needs.
What dining options are near Fidelity Investments if I want to grab a meal?
Bonefish Grill, a seafood and American bar and grill restaurant, is nearby, offering a great spot for dining before or after your visit.
Where can I find shopping and entertainment near Fidelity Investments in Westlake?
The Promenade At Crocker Park, a shopping center, is close by, offering shopping and entertainment options for visitors in the area.
Are there any dessert shops near Fidelity Investments if I want a treat?
Yes, Colossal Cupcakes, a cupcake shop near Fidelity Investments, provides a sweet treat option in the neighborhood.