Lake Grove

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

142 New Moriches Road, Lake Grove NY 11755


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: 800-544-0172 (office hours only)

Fidelity customer center: 800-343-3548 (24/7)


Investor center management details, parking, holidays and more info

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Branch Manager: Lucia Ciraolo

Location: The branch is located in the Whole Foods Shopping Plaza, next to Jared Jewelers.

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

Customer Service Center

Or call us at 800-343-3548