Fidelity Investments: Illinois Branch Locations And More

Fidelity Investments has several locations in Illinois, including Chicago, Highland Park, Naperville, Oak Brook, and Orland Park. The company offers a range of financial services, such as financial planning, brokerage services, and investment advice. In this paragraph, we will explore the specific locations of Fidelity Investments branches across Illinois and provide an overview of the services offered by the company in the state.

Chicago Gold Coast

The Chicago Gold Coast branch of Fidelity Investments offers a range of financial services, including financial planning, investment, and brokerage services. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. It is accessible via public transit, with the Grand Avenue stop on the CTA Red Line being the nearest. Parking is also available in the building.

Fidelity Investments offers various investment and financial planning services to its clients. These services include mutual funds, retirement plans, health savings accounts, and brokerage services. The company also provides online and mobile app services for customers to manage their investments and connect with advisors.

The Chicago Gold Coast branch of Fidelity Investments is led by Branch Manager Richard Phillips. The company encourages customers to schedule appointments with their advisors or call their local Investor Center for planning appointments. Fidelity also offers a Customer Service Center that can be reached 24/7 at 800-343-3548.

Chicago North LaSalle

The Chicago North LaSalle branch offers in-person planning appointments with advisors as well as virtual and phone appointments. To schedule a planning appointment, you can contact your advisor or call the Investor Center. The center is within walking distance of Union, Northwestern, and IC Metra train stations, as well as the elevated train stops Washington & Wells and State Street.

Fidelity Investments in Chicago North LaSalle provides a range of financial services, including financial planning, investment, and brokerage services. The branch is managed by William Sherry, and customers can connect with the center to see if they can receive assistance online before stopping by in person.

Reviews for the Chicago North LaSalle branch on MapQuest are mixed. One customer has given a five-star review, praising the solid service and free coffee available at the investment center. However, another customer has expressed dissatisfaction with their experience, stating that they lost money following the center's advice.

Deer Park

The Deer Park Investor Center is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. Appointments are required for financial planning services, and clients are encouraged to connect with the center before stopping by to see if their needs can be met online. The center is managed by Anna Machi, and clients can reach out to the Deer Park office at (833) 945-4259 during office hours or the Fidelity Customer Service Center at 800-343-3548, which is available 24/7.

The Deer Park Investor Center provides a variety of services, including guidance on financial planning, investment strategies, and specific situations. Clients can schedule appointments to collaborate on financial plans, discuss their goals, and receive advice tailored to their needs. Fidelity also offers Medicare Services, guiding clients through education, enrollment, and ongoing support related to Medicare.

In addition to in-person appointments, the Deer Park Investor Center also offers virtual and phone appointments for added convenience. Clients can contact their advisor or the local Investor Center to schedule a planning appointment. While appointments are encouraged, walk-ins are also welcome at the Deer Park location, and clients can receive assistance with service transactions by visiting the Fidelity website or using the Fidelity Mobile app.

Highland Park

Fidelity's Highland Park Investor Center offers a range of services, including financial planning, investment, and brokerage. Customers can schedule planning appointments to collaborate on financial plans, discuss goals and investment strategies, and receive guidance on specific situations. In-person, virtual, and phone appointments are all available.

The Highland Park branch offers free parking, and customers are encouraged to connect online before stopping by to see if their needs can be met virtually. The centre also provides a customer service phone line that is open 24/7.

Reviews for the Highland Park Investor Center are mixed. Some customers praise the staff as helpful and professional, while others have complained about long wait times and difficulty accessing the trading platform.

Naperville

Fidelity Investments has a branch in Naperville, Illinois, located at 1823 Freedom Drive, Naperville, IL 60563. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m.

Fidelity Investments offers a range of services at this location, including financial planning, investment, and brokerage services. Customers can schedule planning appointments with advisors in person, over the phone, or virtually. The company encourages customers to use their website or mobile app for service transactions.

The Naperville branch is managed by Jon Bippert, and customers can call the branch directly at 800-371-6973 during office hours. Alternatively, they can contact the Fidelity Customer Service Center 24/7 at 800-343-3548.

Reviews for the Naperville branch on MapQuest are positive, with customers praising the service and ease of doing business with the company. However, on Yelp, the branch has a rating of 2.5 stars, though no reviews are available to explain the rating.

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