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 are offered at the Fidelity Investments Investor Center in Dallas?
The center offers financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college and estate planning, life insurance, and wealth planning.
What are the operating hours of the Fidelity Investments Dallas location?
The center is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays, Sundays, and on holidays like November 27, 2025, and December 25, 2025.
How can I schedule a planning appointment at Fidelity Investments Dallas?
You can schedule a complimentary planning appointment online through their scheduling link or by calling the local center at +1 800-358-5204.
Where is the Fidelity Investments Dallas Investor Center located?
It is located at 4001 Northwest Parkway, The Plaza at Preston Center, Dallas, TX 75225, USA.
Is it possible to access Fidelity Investments' services digitally?
Yes, for service transactions, customers are encouraged to use the Fidelity website or download the Fidelity Mobile app for digital access.
What nearby places can I visit around the Fidelity Investments Dallas center?
Nearby you can find places like Tempur-Pedic USA for furniture, New Balance Dallas for shoes and sporting goods, and several eateries including Nekter Juice Bar, Corner Bakery Cafe, and il Bracco Italian Restaurant.
Can I combine a visit to Fidelity Investments with shopping at The Plaza at Preston Center?
Yes, since the Fidelity center is located in The Plaza at Preston Center, you can conveniently shop and explore this shopping center before or after your financial planning visit.
Are there any nearby dining options near the Fidelity Investments Dallas office?
Yes, nearby dining includes Trova Wine and Market, Muchacho Tex-Mex restaurant, Taco Diner, Sprinkles Ice Cream, Amorino Gelato, and several cafes and bakeries.
Is there a nearby transit or location marker that helps find the Fidelity Investments Dallas location?
Fidelity Investments is located in a well-known shopping area called The Plaza at Preston Center, making it easy to find among nearby stores like Luminary Lifestyle and Evereve.
What social media channels does Fidelity Investments Dallas use for updates and information?
They maintain a presence on Facebook at fidelityinvestments, Instagram under fidelityinvestments, and Twitter with the handle @fidelity.