Fidelity Investor Center in Coral Gables, Florida

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

Coral Gables

121 Alhambra Plaza Suite 150 Coral Gables, FL 33134

Directions

Branch phone number

800-552-7389

Hours

By appointment only

Select services only

Additional branch info

Location: Alhambra Towers

Parking: Metered parking is available on the street. Garage parking is available behind the building.

About our branch leadership

Julio Velis, 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.