Business Details
About
Investment ServiceFinancial Planning
The Mequon Investor Center is relocating to 600 N. Barker Road, Brookfield, WI 53045 on Monday, 11/10/2025. Please note the current location: 11721 N. Port Washington Road, Suite 100, Mequon, WI 53092 will close at 5pm on Wednesday, 11/05/2025 and all day Thursday, 11/06/25 and Friday, 11/07/2025.
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
Fidelity Investments- Relocated
11721 N Port Washington Road, Mequon, WI
53092, United States
Hours
Frequently Asked Questions About Fidelity Investments- Relocated
Where was the Fidelity Investments Investor Center located before relocating?
The Fidelity Investments Investor Center was located at 11721 N Port Washington Road, Suite 100, Mequon, WI 53092.
When did the Mequon Investor Center at 11721 N Port Washington Road close?
It closed at 5pm on Wednesday, November 5, 2025, and was closed all day on Thursday, November 6, 2025 and Friday, November 7, 2025.
Where is the new location of the Mequon Fidelity Investor Center?
The new location is 600 N. Barker Road, Brookfield, WI 53045, effective Monday, November 10, 2025.
What types of services were offered at the Fidelity Investments Investor Center?
Services included annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, and wealth planning.
How can I schedule a planning appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online via their website or by calling the local Investor Center's phone number.
Are the Fidelity Investments Investor Center locations open on weekends?
No, the center is closed every day of the week, including weekends, and observes closures on holidays such as November 27 and December 25, 2025.
What options are available for service transactions if the Investor Center is closed?
Service transactions can be handled digitally by visiting Fidelity's website or by using the Fidelity Mobile app.
Which nearby banks could help with financial services before or after visiting Fidelity Investments?
Nearby banks include First Bank Financial Centre and Bank Five Nine, which might assist customers with banking needs when visiting Fidelity Investments nearby.
Are there wellness or medical centers near the Fidelity Investments location?
Yes, nearby medical and wellness facilities include Mequon Wellness Center, Columbia St. Mary's Rehabilitation Services, and The Sleep Wellness Institute Sleep Lab, which may be useful for customers seeking healthcare.
What are some nearby places for self-care and relaxation near Fidelity Investments?
Customers can visit nearby spots like Scottfree Salon North Shore, Estetika Skin & Laser Specialists, and Dragonfly Meditation Studio for beauty and wellness services.