Boca Raton

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

5355 Town Center Road, Suite 101, Boca Raton FL 33486


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: 800-544-8237 (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: Patrick Rodriguez

Location: Next to Town Center Mall, at the corner of Butts Road and Town Center Rd, directly adjacent to Restaurant Row. The name of the office tower is "Two Town Center".

Parking: Garage and surface parking available.

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

Customer Service Center

Or call us at 800-343-3548

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