Exton

Schedule a planning appointment to:

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


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Investor Center details

Financial planning by appointment only
Address

300 Main Street, Exton PA 19341


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: 844-773-1490 (office hours only)

Fidelity Customer Service Center: 800-343-3548 (24/7)


Investor Center management details, parking, holidays, and more info

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Branch Manager: Nicole Fean

Location: The branch is located in Main Street at Exton on the corner of Main Street and Bartlett Ave.


Parking: Please enter from our parking lot entrance. You will not be able to enter the office from the Main Street entrance.

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

Customer Service Center

Or call us at 800-343-3548