Fidelity Investments
Business details
- Category
- Financial Services · Investment service, Financial planner
- Address
- 4500-A Tassajara Rd, Dublin, CA 94568
- Phone
- (800) 235-1310
- Website
- fidelity.com
- County
- Alameda County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Fidelity Investments brings personal investment and financial planning guidance to Dublin and the wider East Bay community. Our Dublin investor center works with individuals and families to review their accounts, answer questions and set clear next steps toward their goals.
Clients often tell us they appreciate how patient our advisors are when working through a list of account needs, one item at a time. We take the time to understand each person's situation, and we offer practical recommendations to help make their money work harder.
Our team stays in regular touch, keeping plans up to date and making sure clients feel prepared for every appointment. With a deep understanding of markets and tax rules, we aim to give clear, direct answers and put plans into motion promptly.
Book through our booking page or visit us in person to get started.
Clients often tell us they appreciate how patient our advisors are when working through a list of account needs, one item at a time. We take the time to understand each person's situation, and we offer practical recommendations to help make their money work harder.
Our team stays in regular touch, keeping plans up to date and making sure clients feel prepared for every appointment. With a deep understanding of markets and tax rules, we aim to give clear, direct answers and put plans into motion promptly.
Book through our booking page or visit us in person to get started.