Fidelity Investor Center in Boca Raton, Florida
Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you.
1400 Glades Road Unit 180 Boca Raton, FL 33431
Branch phone number
Mon: 8:30 a.m. – 5:00 p.m.
Tue: 8:30 a.m. – 5:00 p.m.
Wed: 8:30 a.m. – 5:00 p.m.
Thu: 8:30 a.m. – 5:00 p.m.
Fri: 8:30 a.m. – 5:00 p.m.
Also by appointment
Additional branch info
Location: Located in University Commons.
Parking: Free parking is available at the Investor Center.
About our branch leadership
Phil Biegelsen, Market Leader
Responsible for leading Fidelity's local Investor Center, offering financial and investment guidance to our customers including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employee benefits solutions.
How our Investor Center can help with your full financial picture
We can help you save for the things that are most important to you.
Retirement income planning
Retirement doesn't mean the same thing to everyone. Your advisor can help you build a plan designed to let you retire on your own terms.
You and your advisor will work together to create an investment plan based on your goals, your personal situation, and your preferences.
Estate planning strategies
We can help you create a plan for what comes next for the people who matter most to you.