Thousand Oaks

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

111 South Westlake Boulevard, #103, Thousand Oaks CA 91362


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: 800-381-6154 (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: Richard Burress

Parking: Free public parking is available at the mall, near 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