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 services does Fidelity Investments offer at the Brookfield location?
Fidelity Investments in Brookfield offers services including annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, and wealth planning.
Where is Fidelity Investments located in Brookfield, WI?
It is located at 600 North Barker Road, Brookfield, WI 53045.
What are the business hours for Fidelity Investments in Brookfield?
The Brookfield Investor Center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule a complimentary financial planning appointment at Fidelity Investments?
You can schedule a complimentary planning appointment online via their reservation website or by calling the local Investor Center at +1 800-992-3130.
Can I perform service transactions digitally for Fidelity Investments?
Yes, for service transactions, Fidelity encourages customers to go digital by visiting their website or downloading the Fidelity Mobile app.
Are there any hotels near the Fidelity Investments Brookfield location for visitors?
Yes, nearby hotels include Motel 6, Residence Inn by Marriott Milwaukee Brookfield At Poplar Creek, Quality Inn, Courtyard by Marriott Milwaukee Brookfield at Poplar Creek, and Hampton Inn Milwaukee/Brookfield.
What fitness options are available near Fidelity Investments in Brookfield?
Nearby fitness options include the Elite Sports Club - West Brookfield, which offers gym and active life services.
Are there medical or health-related services close to Fidelity Investments in Brookfield?
Yes, nearby health and medical services include Advanced Chiropractic and Rehab, Mark E. Pearson, MD (rheumatologist), Dr. Eric Taibl (dentist), Nicole M. Jodat, PA-C (rheumatologist), Douglas J. Hempel, MD (rheumatologist), Integrative Wellness Center at NextGen Medical, and Elmbrook Family Dental.
Are there legal services near the Fidelity Investments Brookfield branch?
Yes, legal services near Fidelity include Monco Law Offices Sc, Robinson Edward, Horizons Law Group, LLC, and Cannon and Dunphy.
What is a local community or shopping area near Fidelity Investments in Brookfield?
Poplar Creek Town Center is a nearby landmark and community center, where you can also find Vietnamese restaurants and other amenities.