Fidelity Investments
Business details
- Category
- Financial Services · Investment service, Financial planner
- Address
- 251 University Ave, Palo Alto, CA 94301
- Phone
- (800) 742-1566
- 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
At Fidelity Investments, we help Palo Alto residents and families across Santa Clara County plan and manage their investments with knowledgeable, personal guidance. Our investment consultants work closely with clients on everyday service needs and questions, and we are known for being responsive and diligent in following through.
Our team includes advisors who are well versed in estate planning, and they share practical insights to help clients think through long-term goals. We also take time to troubleshoot unusual account issues carefully, with patience and attention to detail.
Much of our work happens online, so you can connect with us from home and still receive the same attentive support.
Connect with an advisor online, or visit our Palo Alto investor center to meet with our team.
Our team includes advisors who are well versed in estate planning, and they share practical insights to help clients think through long-term goals. We also take time to troubleshoot unusual account issues carefully, with patience and attention to detail.
Much of our work happens online, so you can connect with us from home and still receive the same attentive support.
Connect with an advisor online, or visit our Palo Alto investor center to meet with our team.