Bethesda

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

7501 Wisconsin Avenue, Suite 150W, Bethesda MD 20814


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: 800-531-2419 (office hours only)

Fidelity customer center: 800-343-3548 (24/7)


Investor center management details, parking, holidays and more info

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Branch Manager: Amy Godwin

Location: On the first floor of the Chevy Chase Trust building, at the corner of Wisconsin Avenue and East West Highway.

Parking: Validated garage parking available. Use the East entrance at the intersection of Waverly Street and East West Highway, next to the Round House Theatre. Dedicated spaces on P1 and additional parking on P2 – P5. Building entrance is on Level G, accessed by the West elevator.

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

Customer Service Center Or call us at 800-343-3548