Fidelity Investments is an American multinational financial services corporation with investor centers across the United States. The company provides financial planning, investment, and brokerage services to its clients. In Georgia, Fidelity has three investor centers located in Alpharetta, Atlanta Buckhead, and Atlanta Dunwoody. These centers offer financial planning services by appointment only and are open from Monday to Friday during business hours. While the information provided here is about Fidelity's presence in Georgia, the company also has a global presence, including a European Service Center in Dublin, Ireland.
Characteristics | Values |
---|---|
Branch Manager | Ryan Seward |
Branch Manager | Samuel Zaretsky |
Address | 11800 Amber Park Drive Suite 140 Alpharetta, GA 30009 |
3630 Peachtree Road NE Suite 100 Atlanta, GA 30326 | |
4505 Ashford Dunwoody Rd. NE STE 4 Atlanta, GA 30346 | |
127 Perimeter Center W, Dunwoody, GA 30346 | |
Phone Number | 800-544-7472 |
800-543-2158 | |
800-526-7169 | |
800-343-3548 | |
Hours | Monday to Friday: 8:30 a.m. - 5:00 p.m. |
What You'll Learn
Alpharetta, Georgia branch
Fidelity Investments has a branch in Alpharetta, Georgia, located at 11800 Amber Park Drive, Suite 140, Alpharetta, GA 30009. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. and is managed by Samuel Zaretsky.
The Alpharetta branch offers financial planning services by appointment only. Customers can call the branch during office hours at 800-544-7472 or the 24/7 Fidelity Customer Service Center at 800-343-3548.
Fidelity Investments provides mutual funds and mutual fund investing services. The company also offers investment advisory services through Fidelity Personal and Workplace Advisors LLC (FPWA) and brokerage services through Fidelity Brokerage Services LLC (FBS).
Fidelity Investments has a range of investor centers across the United States, including in Georgia, with locations in Atlanta Buckhead and Atlanta Dunwoody, in addition to the Alpharetta branch.
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Atlanta Buckhead branch
The Atlanta Buckhead branch of Fidelity Investments is located at 3630 Peachtree Road NE, Suite 100, Atlanta, GA 30326. The branch can be contacted by phone at 800-543-2158.
Fidelity Investments offers a range of financial services, including financial planning, investment, and brokerage services. The Atlanta Buckhead branch is one of several Fidelity Investor Centers located across the United States. These centers provide customers with access to financial advisors and investment professionals who can assist with a range of financial needs.
The specific services offered at the Atlanta Buckhead branch include financial planning, investment guidance, and brokerage services. Customers can schedule appointments to collaborate on financial plans, discuss investment strategies, and receive guidance on specific financial situations. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m.
The Atlanta Buckhead branch of Fidelity Investments is dedicated to providing personalized financial advice and investment solutions to its customers. The team at this location is committed to helping individuals and businesses in the community achieve their financial goals through comprehensive planning and investment strategies. Whether it's retirement planning, investment portfolio management, or brokerage services, the Atlanta Buckhead branch is equipped to address a diverse range of financial needs.
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Atlanta Dunwoody branch
The Atlanta Dunwoody branch of Fidelity Investments is located at 4505 Ashford Dunwoody Road NE, Suite 4, Atlanta, GA 30346. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. The branch offers a range of financial services, including financial planning, investment, and brokerage services.
The Atlanta Dunwoody Investor Center provides assistance with financial planning, investment strategies, and specific financial situations. The center is managed by Ryan Seward and offers free parking for its customers.
Fidelity Investments provides mutual fund and mutual fund investing services. The company offers a wide range of financial services, including brokerage services through Fidelity Brokerage Services LLC and investment advisory services through Fidelity Personal and Workplace Advisors LLC.
Fidelity Investments has a strong presence in Georgia, with branches in Alpharetta and Atlanta Buckhead, in addition to the Atlanta Dunwoody branch. Each branch is dedicated to providing financial guidance and investment strategies to its customers.
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Financial planning by appointment only
Fidelity's Investor Centers offer a range of services, including financial planning, investment, and brokerage services. Customers can schedule a planning appointment to collaborate on a financial plan, discuss goals and investment strategies, and get guidance on specific situations.
Fidelity has several Investor Centers in Georgia, including in Alpharetta, Atlanta Buckhead, and Atlanta Dunwoody. The Alpharetta Investor Center is located at 11800 Amber Park Drive, Suite 140, and can be contacted at 800-544-7472 during office hours or 800-343-3548 for 24/7 customer service. The Atlanta Buckhead Investor Center is located at 3630 Peachtree Road NE, Suite 100, and can be reached at 800-543-2158. The Atlanta Dunwoody Investor Center is located at 4505 Ashford Dunwoody Road NE, Suite 4, and can be contacted at 800-526-7169 during office hours or 800-343-3548 for customer service.
It is important to note that investing involves risk, and the value of investments may fluctuate. Fidelity recommends consulting an attorney or tax professional for specific legal or tax advice.
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Fidelity Medicare Services
The service covers Medicare basics, such as understanding that Medicare only offers individual coverage, and that spouses need to enroll separately. It also helps users understand the different parts of Medicare, including Part A (Hospital Insurance), Part B (Medical Insurance), and Part D (Prescription Drug Coverage). Medicare Advantage (Part C) is also covered, which is an "all-in-one" managed care plan that provides Original Medicare and Medigap coverage, and may include Part D prescription drug coverage, vision coverage, or dental care.
To enroll in a Medicare plan, users can apply online at the Social Security Administration (SSA) website, visit their local SSA office, or call the SSA. For Medicare Advantage plans, users can also enroll during the Annual Enrollment Period or the Medicare Advantage Open Enrollment Period.
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Frequently asked questions
Yes, there are three Fidelity branches in Georgia: Alpharetta, Atlanta Buckhead, and Atlanta Dunwoody.
The Alpharetta branch is located at 11800 Amber Park Drive Suite 140 Alpharetta, GA 30009. The phone number is 800-544-7472.
The Atlanta Dunwoody branch is open Monday to Friday, 8:30 a.m. to 5:00 p.m.