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 types of financial services does Fidelity Investments in Center Valley offer?
Fidelity Investments provides financial planning, wealth management, retirement, investment, brokerage services, annuities, college and estate planning, life insurance, investment guidance, and wealth planning.
What are the business hours of the Fidelity Investments Center Valley Investor Center?
The center is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and public holidays such as November 27, 2025, and December 25, 2025.
How can I schedule an appointment with an advisor at Fidelity Investments in Center Valley?
You can schedule a complimentary planning appointment online via their reservation URL or by calling their local phone number at +1 484-655-6997.
Does Fidelity Investments encourage digital service options for their customers?
Yes, for service transactions, customers are encouraged to visit the Fidelity website or download the Fidelity Mobile app for digital services.
Where is the Fidelity Investments Center Valley office located?
The office is located at 2945 Center Valley Parkway, Suite 311, Center Valley, PA 18034, USA.
Are there any nearby coffee shops where I can grab a drink before or after visiting Fidelity Investments?
Yes, Starbucks and Zekraft coffee shops are nearby, perfect for grabbing a coffee before or after your appointment.
What nearby shopping options are available around Fidelity Investments Center Valley?
Nearby shopping includes Soma Intimates, Chico's, The Extra Pair shoe store, Lucky Brand Shops At Saucon Valley, Johnston & Murphy, Athleta, J.Jill, Banana Republic, Claire's, and American Eagle Outfitters.
Can I visit other services like salons or spas near Fidelity Investments?
Yes, nearby beauty and spa services include Cuts By Court, Hand & Stone, and Evolve Salon and Spa.
What nearby attractions can I check out when visiting the Fidelity Investments Investor Center?
Town Square Fireplace is a nearby landmark and historical building you might enjoy visiting before or after your business appointment.
How can I connect with Fidelity Investments on social media?
You can follow them on Facebook at https://www.facebook.com/fidelityinvestments, on Instagram via the handle fidelityinvestments, and on Twitter with the handle fidelity.