Vero Beach

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

3340 Cardinal Drive, Vero Beach FL 32963


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: 800-396-9786 (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: Matthew McManus

Parking: Free parking is available on the street and 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

Fidelity Medicare Services® - A licensed Fidelity Medicare advisor can help you identify and enroll in the Medicare plan that makes sense for your situation.