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
Branch phone number
800-552-7389
Hours
By appointment only
Select services onlyAdditional 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.
Let's talk about how we can work together
Already have a dedicated Fidelity advisor?
Schedule an appointmentLog In Required
Need help with an existing account?
Please call us at 800-544-6666.
741059.9.0
