Fidelity's Branch on Congress Street, Boston, Massachusetts

Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you.

Boston Congress Street

155 Congress Street Boston, MA 02110


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.

Financial planning by appointment only

Additional branch info

Location: The branch is located on the corner of Franklin and Congress Streets.

Wheelchair Accessibility: Facing the main entrance, turn right and pass a series of windows to a side door. Upon entering the building lobby, you will see an entrance to the Investor Center.

Parking: For scheduled appointments, validated parking is available at the Post Office Square garage. Bring parking ticket for validation at the Investor Center.

Public Transit: The Investor Center is accessible from the Downtown Crossing stop on Red and Orange T Lines.

About our branch leadership

Steve Kashian, VP, Branch 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

Achieving goals
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.

Investment solutions
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.

Tax considerations
Your advisor can help you identify and implement tax-smart techniques designed to help you keep more of what your investments earn.

Learn more about these topics

Let's talk about how we can work together

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Need help with an existing account?

Please call us at 800-544-6666.