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
Hours
Frequently Asked Questions About Fidelity Investments
What financial services are offered at Fidelity Investments in Katy, TX?
Fidelity Investments in Katy offers financial planning, wealth management, retirement planning, investment guidance, annuities, college planning, estate planning, and life insurance services.
What are the operating hours of Fidelity Investments in Katy?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and major holidays like Thanksgiving and Christmas.
How can I schedule a financial planning appointment at this Fidelity location?
You can schedule a complimentary planning appointment online through their reservation URL or by calling the main phone number.
Where is Fidelity Investments located in Katy, TX?
It is located at 23501 Cinco Ranch Boulevard, Suite C150, Katy, TX 77494.
Is there an option to conduct service transactions digitally for this Fidelity office?
Yes, service transactions are encouraged to be done digitally via their website or by downloading the Fidelity Mobile app.
What website can I visit for more information about the Katy Fidelity Investor Center?
You can visit https://www.fidelity.com/branches/investor-center-katy-texas-77494 for more info.
Are there any nearby dining options near Fidelity Investments in Katy?
Yes, nearby dining options include Panera Bread, Nestle Toll House Cafe, Starbucks, and Kilwins Ice Cream for coffee, food, and desserts before or after your visit.
What nearby financial services are close to the Fidelity Investments Katy location?
Nearby financial services include PNC bank, Pioneer Bank, Texan ATM, and Merit Advisors for tax services, which can complement your financial planning needs.
Are there shopping options near Fidelity Investments in Katy for customers to visit?
Yes, nearby shopping options include the boutiques Teal Poppy and J. Barton Clothiers, clothing stores like Talbots, Athleta, Soma Intimates, and Jos. A. Bank, and furniture stores such as Kirkland's and Lovesac.
How can I find Fidelity Investments on social media?
You can follow Fidelity Investments on Facebook at https://www.facebook.com/fidelityinvestments, on Instagram with the handle fidelityinvestments, and on Twitter with the handle fidelity.