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  • 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

7501 Wisconsin Avenue, Suite 150W, Bethesda MD 20814

Office hours:

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


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

This Investor Center: 800-531-2419 (office hours only)

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

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


Branch Manager: Roma Mulay

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

Fidelity Medicare Services® - A licensed Fidelity Medicare advisor can help you identify and enroll in the Medicare plan that makes sense for your situation.