Fidelity Investment Office: Find Your Nearest Branch

where is the nearest fidelity investment office

If you're looking for the nearest Fidelity Investment office, you can find one by using the company's online branch locator. Fidelity has over 200 branches across the United States, as well as offices in Ireland, India, and Germany. Once you've found your nearest branch, you can get in touch with a local advisor to discuss your financial goals and investment strategies.

Characteristics Values
Address 27101 Puerta Real, Suite 160, Mission Viejo CA 92691
Phone Number 800-544-0204 (office hours only)
Customer Service Center Phone Number 800-343-3548 (24/7)
Branch Manager Neda Tavakoli
Location The branch is located in the North Building, on the right side of the driveway when facing the buildings.
Parking Free parking is available in front of the Investor Center, next to the parking garage.

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Fidelity Investor Center locations in California

There are several Fidelity Investor Centers in California. Here is a list of their locations:

Northern California

  • Berkeley: 1995 University Ave, Suite #120, Berkeley, CA 94704
  • Brea, Orange County: 815 East Birch Street, Brea, CA 92821
  • Burbank: 2900 W Alameda Avenue, Suite 150, Burbank, CA 91505
  • Burlingame: 1411 Chapin Avenue, Burlingame, CA 94010
  • Rancho Cucamonga: 7310 Day Creek Boulevard, Rancho Cucamonga, CA 91739
  • Del Mar: 11943 El Camino Real, Suite 120, San Diego, CA 92130
  • Dublin: 4500-A Tassajara Road, Dublin, CA 94568
  • El Segundo: 2009 Park Place, El Segundo, CA 90245
  • Folsom: 2600 E. Bidwell Street, Suite 200, Folsom, CA 95630 (by appointment only)
  • Irvine: 2211 Michelson Drive, Irvine, CA 92612
  • LA Century City: 2000 Avenue of the Stars, Los Angeles, CA 90067
  • LA Pasadena: 123 South Lake Avenue, Pasadena, CA 91101
  • LA South Bay: 21701 Hawthorne Boulevard, Torrance, CA 90503
  • Los Gatos: 434 N. Santa Cruz Ave., Los Gatos, CA 95030
  • Marin Larkspur Landing Shopping Center: 601 Larkspur Landing Circle, Larkspur, CA 94939
  • Mission Viejo: 27101 Puerta Real, Suite 160, Mission Viejo, CA 92691
  • Monterey: 553 Munras Ave., Monterey, CA 93940
  • Mountain View: 2580 West El Camino Real, Suite 9, Mountain View, CA 94040
  • Newport Beach: 1600 Newport Center Drive, Suite 100, Newport Beach, CA 92660
  • North San Jose: 4160 North First Street, San Jose, CA 95134
  • Palo Alto: 251 University Avenue, Palo Alto, CA 94301
  • Rancho Bernardo: 16656 Bernardo Center Drive, Rancho Bernardo, CA 92128
  • Roseville: 1261 Roseville Pkwy, Roseville, CA 95678
  • Sacramento: 2277 Fair Oaks Boulevard, Suite 150, Sacramento, CA 95825
  • San Diego: 7676 Hazard Center Drive, Suite 820, San Diego, CA 92108
  • San Francisco: 8 Montgomery Street, San Francisco, CA 94104
  • San Jose: 851 East Hamilton Avenue, Suite 100, Campbell, CA 95008
  • Santa Barbara: 3793 State Street, Santa Barbara, CA 93105
  • Santa Monica: 1200 Wilshire Blvd., Santa Monica, CA 90403
  • Seal Beach: 12201 Seal Beach Blvd., Seal Beach, CA 90740
  • Sunnyvale: 398 West El Camino Real, Suite 102, Sunnyvale, CA 94087
  • Thousand Oaks: 111 South Westlake Boulevard #103, Thousand Oaks, CA 91362
  • Walnut Creek: 2001 North Main Street, Suite 100, Walnut Creek, CA 94596
  • Woodland Hills: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215

Southern California

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Fidelity offices in New Mexico

Fidelity has one office in New Mexico, located in Albuquerque. The full address is: 2100 Louisiana Blvd. NE #209, Albuquerque, NM 87110-5413. The phone number for this office is 800-418-6291.

This office is open Monday–Friday, 8:30 a.m.–5:00 p.m., and by appointment. You can also connect with a local advisor or schedule a planning appointment to discuss your goals and investment strategies.

Fidelity also offers a range of services online, so you may be able to find the information or assistance you need without having to visit the office in person. These services include depositing a check, opening a new account, and transferring money.

If you have a dedicated Fidelity advisor, you can log in to schedule an appointment with them.

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Fidelity offices in Europe

Fidelity Investments has a number of offices across Europe. Here is a list of some of the locations:

United Kingdom

Fidelity International offers a range of investment products and services for overseas investors in the UK.

Germany

Fidelity's German branch also provides investment opportunities and solutions for international clients.

France

Fidelity's presence in France is dedicated to serving the needs of international investors with a range of financial products.

Spain

Fidelity's Spanish division is committed to helping overseas investors with their financial goals.

Switzerland

Fidelity's Swiss office is well-equipped to provide investment advice and solutions for international clients.

Netherlands

Fidelity's Dutch branch is focused on delivering investment services and expertise to international investors.

Fidelity's European offices form a comprehensive network, providing investment solutions and expertise to international clients across the continent. Each office is dedicated to helping overseas investors navigate the complex world of finance and achieve their financial aspirations.

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Fidelity offices in India

Fidelity International has offices in Bangalore and Chennai in South India, with two offices in each city. The addresses of these offices are as follows:

Bangalore

  • Embassy Golf Links Business Park, Off Intermediate Ring Road, Bangalore 560 071
  • Manyata Embassy Business Park, Outer Ring Road (Hebbal – Krishnarajpuram Section), Opp. BEL Corporate Office, Bangalore 560 045

Chennai

  • Neville Tower, Tril Info Park Pvt. Ltd. SEZ, 8th and 9th Floor, Ramanujan IT City, Old Mahabalipuram Road, Taramani, Chennai 600 113, Tamil Nadu
  • Cambridge Tower, Tril Info Park Pvt. Ltd. SEZ, 6th Floor, Ramanujan IT City, Old Mahabalipuram Road, Taramani, Chennai 600 113, Tamil Nadu

Fidelity International's India offices are modern and feature state-of-the-art facilities and infrastructure. The company employs a globally integrated delivery model, collaborating with colleagues and vendor partners worldwide.

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Fidelity offices in Texas

Fidelity has had a presence in Texas since 1983, marking its first major expansion outside of Boston. The state is home to over 30 Fidelity business groups, making the Texas region a true representation of the many businesses and career opportunities that the company has to offer.

In Texas, there are several Fidelity offices, including:

  • Austin Domain: 11501 Alterra Parkway, Suite 115, Austin, TX 78758
  • Austin Downtown: 405 N. Lamar Blvd, Austin, TX 78703
  • Dallas The Plaza at Preston Center: 4001 Northwest Parkway, Dallas, TX 75225
  • Fort Worth: 2933 West 7th St., Fort Worth, TX 76107
  • Houston-Baybrook: 18710 Gulf Freeway, Friendswood, TX 77546
  • Houston Champion Forest: 5322 FM 1960 Road West, Houston, TX 77069
  • Houston Memorial Drive: 12532 Memorial Drive, Houston, TX 77024
  • Houston Highland Village: 4410 Westheimer Rd., Suite B-100, Houston, TX 77027
  • Irving - Las Colinas: 6731 N. MacArthur Boulevard, Suite 100, Irving, TX 75039
  • Katy: 23501 Cinco Ranch Boulevard, Suite C150, Katy, TX 77494
  • Plano: 5905 Legacy Drive, Suite A100, Plano, TX 75024
  • San Antonio: 139 N. Loop 1604 E., Suite 103, San Antonio, TX 78232
  • Southlake: 1540 East Southlake Blvd., Southlake, TX 76092
  • Sugar Land: 15600 Southwest Freeway, Sugar Land, TX 77478
  • Texas Medical Center Scurlock Tower: 6560 Fannin Street, Suite 200, Houston, TX 77030
  • The Woodlands: 1701 Lake Robbins Drive, The Woodlands, TX 77380

Frequently asked questions

The nearest Fidelity Investment office depends on your location. Fidelity has over 200 branches located throughout the United States. You can find the nearest branch by using the branch locator on the Fidelity website.

You can get directions to the nearest Fidelity branch office by using the branch locator on the Fidelity website or by contacting a Fidelity representative.

The hours of operation for Fidelity Investment offices are generally Monday to Friday, 8:30 a.m. to 5:00 p.m. However, some offices may have different hours, and appointments can be made outside of these hours.

Yes, you can connect with a Fidelity representative online or over the phone to see if they can help you without needing to visit an office in person.

If you can't find a Fidelity Investment office near you, you can try contacting Fidelity customer service for further assistance. You can also take advantage of Fidelity's hybrid working model, which allows associates to work both onsite and offsite.

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