Fidelity's Branch in The Woodlands, Texas
Our planning consultants can help you with everything from building a plan to selecting the accounts that are right for you.
The Woodlands
1701 Lake Robbins Drive
The Woodlands, TX 77380
Get directions
Hours:
Monday-Friday
8:30 a.m. - 5:00p.m., and by appointment
Phone: 800-822-4816
Email:
TheWoodlandsTX.office@fidelity.com
Parking: The parking garage is located at the corner of Democracy and Explorer. For your convenience, please park on Level P1 or Street Level.
About our branch leaders
Michael Mitchell
Branch manager Michael Mitchell has over 19 years of experience offering personalized guidance to customer just like you.
Geoff Nelson
Geoff Nelson VP, Sales & Acquisition has over 10 years of experience offering personalized planning and guidance.
Services offered at this branch
Investment guidance
Our powerful research tools and exceptional service can help you become a powerful investor.
Retirement planning
No matter where you are in life, we can help you prepare for retirement on your terms.
College planning
Let's help you plan for your child's future educational costs.
Life insurance
Life insurance can help protect your family and help you meet your financial goals.
Estate planning
Let's work together to create a plan to pass assets onto your loved ones.
Wealth planning
We offer guidance and comprehensive services to help you preserve your wealth.
Questions?
- 800-822-4816 800-822-4816
- Send us an email
Local seminars
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Retirement savings
Join us on March 25, at 11:00 a.m. for practical steps to help you maximize your retirement savings. -
Browse our seminars
We offer a wide selection of free seminars. If you can't find one scheduled near you, please call us for more information.