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 Middleton offer?
Fidelity Investments in Middleton offers services including financial planning, wealth management, retirement planning, investment guidance, brokerage services, annuities, college planning, estate planning, life insurance, and wealth planning.
How can I schedule a financial planning appointment with Fidelity Investments?
You can schedule a complimentary planning appointment online through their reservation URL or by calling the local investor center.
What are the business hours for Fidelity Investments in Middleton?
The center is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays. It is also closed on certain holidays like November 27 and December 25, 2025.
Where is Fidelity Investments located in Middleton, WI?
The office is located at 8235 Greenway Blvd, Middleton, WI 53562, USA.
Does Fidelity Investments encourage digital transactions?
Yes, for service transactions, Fidelity encourages customers to use their website or download the Fidelity Mobile app for digital access.
What are some nearby dining options around Fidelity Investments in Middleton?
Nearby dining options include World of Beer (a beer bar and gastropub), Dickey's Barbecue Pit, Denny's for breakfast and brunch, Five Guys for fast food burgers, Starbucks coffee shops, and McDonald's for quick meals.
Are there any nearby financial or investment services near Fidelity Investments?
Nearby financial service providers include OneMain Financial, Canopy Wealth Management, LaShell Lentz (mortgage broker), and The Phelps Hamus Group, offering convenient access to various financial advising and services.
What local amenities can I visit around the Fidelity Investments location?
You can visit several amenities nearby such as Mattress Firm for furniture, The Waverly for accommodation, multiple dental centers like Warren Family Dental and Lifetime Family Dentistry, and community services including the Federal Bureau of Investigation office.
How can nearby eateries and coffee shops help during a visit to Fidelity Investments?
Nearby eateries like Denny's and World of Beer provide meal options before or after your appointment, while coffee shops like Starbucks offer a place to relax or hold informal meetings conveniently close to the investor center.
Where can I find more information and updates about Fidelity Investments online?
You can visit their official website, follow their Facebook page at fidelityinvestments, Instagram at fidelityinvestments, and Twitter handle @fidelity for updates and information.