Fidelity Investments
Business details
- Category
- Financial Services · Investment service, Financial planner
- Address
- 2580 W El Camino Real Ste 9, Mountain View, CA 94040
- Phone
- (800) 367-0355
- Website
- fidelity.com
- County
- Santa Clara 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
Based in Mountain View, Fidelity Investments provides investment services and financial planning for Santa Clara County and the wider South Bay. Our advisors meet with clients for regular check-ins on year-end planning, tax planning and portfolio rebalancing, so your plan keeps pace with your goals.
We keep appointments on time and aim to make every visit efficient, with your questions answered clearly and without rushing. Our Mountain View investor center is set up for in-person consultations, giving you a dedicated space to sit down and talk through your finances.
Book a consultation through our booking page or stop by our Mountain View office to get started.
We keep appointments on time and aim to make every visit efficient, with your questions answered clearly and without rushing. Our Mountain View investor center is set up for in-person consultations, giving you a dedicated space to sit down and talk through your finances.
Book a consultation through our booking page or stop by our Mountain View office to get started.