Palo Alto

Schedule a planning appointment to:

  • Collaborate on a financial plan
  • Discuss your goals and investment strategies
  • Get guidance on a specific situation


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Investor Center details

Financial planning by appointment only
Address

251 University Avenue, Palo Alto CA 94301


Office hours:

Monday to Friday: 8:30 a.m. - 5:00 p.m.


Contact

Not sure if you need an appointment? Call us and we’ll help!


This Investor Center: 800-742-1566 (office hours only)

Fidelity Customer Service Center: 800-343-3548 (24/7)


Investor Center management details, parking, holidays, and more info

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Branch Manager: David Sprafka

Location: The branch is located at the corner of University Avenue and Ramona Street.

Parking: Parking is available behind the Investor Center at the municipal parking lot or on the street.

Connect with us before stopping by to see if we can help you online

Customer Service Center

Or call us at 800-343-3548