Palm Beach Gardens

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

3501 PGA Boulevard, Suite 100, Palm Beach Gardens FL 33410


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: 800-553-3292 (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: Heath Odom

Location: The branch is located in the Grand Bank Center, with entrance off Gardens Avenue (just before the Gardens Mall). Enter via Kyoto Garden Drive and Grand Bank Way. Building is located to the right of the Palm Beach Medical Pavilion.

Parking: Free parking is available at 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