Fidelity Investments

★★★★☆3.5 (28) Financial Services San Jose

Business details

Category
Financial Services · Investment service, Financial planner
Address
4160 N First St, San Jose, CA 95134
Phone
(800) 544-2269
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 San Jose, Fidelity Investments provides investment and financial planning services for Santa Clara County and the wider South Bay. Our San Jose branch welcomes residents who are just starting to invest as well as those who want to talk through the details of their accounts.

Visitors often tell us our team takes the time to explain the differences between account types clearly, so you can make a decision you feel confident about. Our front desk staff are known for being professional, friendly and efficient, whether you're opening a new account or handling a quick banking task.

We also make it easy to get individual help, with advisors available to answer your financial questions.

Book an appointment through our booking page to speak with an advisor.