Fidelity Investor Center in Westlake, Ohio
Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you. Come visit us today.
Hours
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
About our branch leadership
Craig Kowalczyk, VP, Branch Manager
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.
Services offered at this branch
Annuities
Annuities can help increase your savings, protect what you've saved, or generate a stream of income.
College planning
Let's help you plan for your child's future educational costs.
Estate planning
We can create a plan to help you pass assets on to your loved ones.
Investment guidance
Our award-winning research tools can help you become a more powerful investor.
Life insurance
Life insurance can help you protect your family while helping you meet your financial goals.
Retirement planning
No matter where you are in life, we can help you prepare for retirement on your terms.
Wealth management
A dedicated advisor can work with you to help you grow and protect your wealth.
Browse our seminars
We offer a wide selection of seminars. Please contact your local investor center for details on how to attend one near you.
Need help with an existing account?
Please call us at 800-544-6666.
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