Katy

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

23233 Cinco Ranch Boulevard, Suite 125, Katy TX 77494


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: 800-544-3063 (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: Philip Bourgeois

Location: Southeast corner of The Grand Parkway (TX 99) and Cinco Ranch Blvd.

Parking: Available in front of, beside, and behind the Investor Center.

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

Customer Service Center

Or call us at 800-343-3548