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 does Fidelity Investments in Plano offer?
Fidelity Investments provides financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college planning, estate planning, and life insurance.
Where is Fidelity Investments located in Plano?
Fidelity Investments is located at 5905 Legacy Drive, Suite A100, Plano, TX 75024, United States.
What are the operating hours of Fidelity Investments in Plano?
The Plano Fidelity Investments 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 complimentary planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online through Fidelity's website or by calling their local Investor Center.
Is there a digital option for managing my Fidelity account or transactions?
Yes, Fidelity encourages using their website or the Fidelity Mobile app for service transactions and account management.
What is the best way to contact Fidelity Investments in Plano by phone?
You can reach the Plano Fidelity Investments office by calling +1 800 544 8645.
Which shopping destinations are near Fidelity Investments in Plano?
Nearby shopping destinations include Neighborhood Goods, Tumi luggage store, Aritzia clothing store, Free People, Vuori, Nike Factory Store, and West Elm furniture store at Legacy West.
Are there dining options near Fidelity Investments where I can eat before or after my visit?
Yes, there are several restaurants nearby such as Del Frisco's Double Eagle Steakhouse, KĀI Legacy West (sushi and Asian cuisine), Earls Kitchen + Bar, Toulouse Cafe and Bar (French cuisine), Bulla Gastrobar (Spanish tapas), Sprinkles Plano bakery, and Taverna Italian restaurant.
Is Fidelity Investments near any public transit or convenient amenities for visitors?
While specific transit stations are not listed, the business is centrally located near Chase ATM and various Legacy West retail and dining spots, making it convenient for visitors to access banking and amenities during their appointment.
Are there fitness or wellness facilities near Fidelity Investments in Plano?
Yes, nearby wellness and fitness options include Bam Blowouts and Makeup salon, BAM beauty salon, Dr. Chow DAOM acupuncture spa, OVME medical spa, and Peloton bicycle and outdoor gear shop.