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
Where is Fidelity Investments located in Southlake, TX?
Fidelity Investments is located at 1540 East Southlake Blvd, Southlake, TX 76092, USA.
What are the operating hours of Fidelity Investments in Southlake?
Fidelity Investments is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule a financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation URL or by calling the local Investor Center.
What financial services does Fidelity Investments offer at this location?
Services include annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, and wealth planning.
Does Fidelity Investments encourage digital banking services?
Yes, for transactions, Fidelity encourages using their website or downloading the Fidelity Mobile app for digital service.
Are there any holidays when Fidelity Investments in Southlake is closed?
Yes, the center is closed on November 27, 2025, and December 25, 2025, as holiday closures.
What nearby businesses could I visit along with Fidelity Investments in Southlake?
Nearby businesses include Pro Plumber Southlake, Pediatric Speech Stars, and The Nathan Taylor Agency which provides insurance and financial advising services.
Is there a local insurance agency near Fidelity Investments in Southlake for comprehensive financial advice?
Yes, The Nathan Taylor Agency, a nearby insurance agency and financial advising firm, is located close to Fidelity Investments.
Can I explore wellness services near Fidelity Investments before or after my visit?
Yes, Pediatric Speech Stars offers speech therapy and physical therapy services nearby, and Trust and Leadership Coaching provides professional fitness training services.
How can nearby real estate services complement my visit to Fidelity Investments?
You can visit nearby real estate agents like Sundai Realty or The Dunmire Team for property investment advice, complementing your financial planning at Fidelity Investments.