Fidelity Investments: Onalaska, Wi Office Location And Services

If you're looking for a Fidelity Investments office near Onalaska, Wisconsin, the closest branch is in Middleton, about 80 miles away. This branch is located at 8235 Greenway Boulevard, Middleton, WI 53562, and is open Monday to Friday from 8:30 a.m. to 5:00 p.m. You can reach them by phone at 800-482-0271 during office hours or the Fidelity Customer Service Center at 800-343-3548, which is available 24/7. There are also branches in Mequon and Milwaukee, Wisconsin, which are a little further afield.

Madison, WI: 8235 Greenway Boulevard, Middleton, WI 53562

There is a Fidelity office near Onalaska, WI, in Madison, WI. The address is 8235 Greenway Boulevard, Middleton, WI 53562.

The Madison, WI, branch of Fidelity Investments is located in Middleton, Wisconsin, at 8235 Greenway Boulevard. This office is part of a network of Fidelity branch locations across the United States, offering financial planning, investment, and brokerage services to its clients.

The Madison office is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. by appointment only. The branch manager is Todd Brewer. Free parking is available at the Investor Center.

The Fidelity Customer Service Center can be reached at 800-343-3548, 24 hours a day, seven days a week. For office hours only, you can call the Madison office at 800-482-0271.

Fidelity Investments offers a range of financial services, including retirement planning, investing, brokerage, wealth management, and financial planning. They can help clients save for college, a new home, or retirement and provide guidance on financial goals and investment strategies.

Before visiting the Madison office, clients are encouraged to connect with Fidelity online to see if their queries can be resolved without an in-person appointment.

Mequon, WI: 11721 N. Port Washington Road, Suite 100, Mequon, WI 53092

If you're looking for a Fidelity Investments office near Onalaska, Wisconsin, the closest one is in Mequon, WI. Here's the address: 11721 N. Port Washington Road, Suite 100, Mequon, WI 53092.

This Investor Center is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. You can call them during office hours at 833-945-4257 or reach out to the 24/7 Fidelity Customer Service Center at 800-343-3548.

The Mequon, WI Investor Center offers financial planning by appointment only. The branch manager is Jeremy Grannan. Surface parking is available at this location.

Before stopping by, you can connect with the team to see if they can help you online.

Milwaukee, WI: 16020 West Bluemound Road Brookfield, WI 53005

There is a Fidelity office near Onalaska, WI, in Brookfield, WI. The address is:

Milwaukee Fountain Square Plaza

16020 West Bluemound Road

Brookfield, WI 53005

The Brookfield office's phone number is 800-992-3130, and the general Fidelity Customer Service Center phone number is 877-343-3548. The Brookfield office is open Monday to Friday, 8:30 a.m. to 5:00 p.m.

You can schedule a planning appointment to collaborate on a financial plan, discuss your goals and investment strategies, and get guidance on a specific situation. You can also connect with a local advisor to work with you on a customised plan designed to help grow and protect your wealth.

Branch manager: Todd Brewer (Madison)

The closest Fidelity Investments branch office to Onalaska, WI is in Madison, WI. The branch manager of the Madison office is Todd Brewer.

The Madison office is located at 8235 Greenway Boulevard, Middleton, WI 53562. The office is open Monday to Friday, 8:30 a.m. - 5:00 p.m. Free parking is available at the office.

The direct phone number for the Madison office is 800-482-0271 (office hours only). The 24/7 Fidelity Customer Service Center phone number is 800-343-3548.

The Madison office provides financial planning by appointment only. Customers are encouraged to connect with the office before stopping by to see if their needs can be addressed online.

The Madison office is one of three Fidelity branch locations in Wisconsin, with the other two located in Mequon and Milwaukee.

Branch manager: Jeremy Grannan (Mequon)

There is a Fidelity office near Onalaska, Wisconsin, in Mequon, Wisconsin. The branch manager of the Mequon office is Jeremy Grannan.

The Mequon office is located at 11721 N. Port Washington Road, Suite 100, Mequon, WI 53092. The office is open Monday to Friday, 8:30 a.m. - 5:00 p.m. Surface parking is available.

The Mequon office can be contacted at 833-945-4257 during office hours or at 800-343-3548 for 24/7 Fidelity Customer Service.

The Mequon office provides financial planning by appointment only. Customers are encouraged to connect with the office before stopping by to see if their needs can be addressed online.

Fidelity Investments offers a range of services, including mutual funds and mutual fund investing. The company also provides investment advisory services through Fidelity Personal and Workplace Advisors LLC (FPWA) and brokerage services through Fidelity Brokerage Services LLC (FBS).

Frequently asked questions