Cincinnati

Schedule a planning appointment to:

  • Collaborate on a financial plan
  • Discuss your goals and investment strategies
  • Get guidance on a specific situation


Already have a dedicated Fidelity advisor?
Schedule an appointmentLog In Required

Read relevant legal disclosures

Investor Center details

Financial planning by appointment only
Address

3805 Edwards Road, Cincinnati OH 45209


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: 800-634-5574 (office hours only)

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


Investor center management details, parking, holidays and more info

close

Branch Manager: Jeffrey Alford

Location: The branch is located in the Rookwood Tower, Suite 110 and 600

Parking: Parking is available in the Rookwood Tower garage. Enter from Edwards Road.

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

Customer Service Center

Or call us at 800-343-3548