Walnut Creek

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

2001 North Main Street, Suite 100, Walnut Creek CA 94596


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: 800-544-8235 (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: Eric McCormick

Location: The branch is located in the Ygnacio Center in Building 1.

Parking: Garage parking is available at the Investor Center. Enter at 1990 N. California Blvd.

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

Customer Service Center

Or call us at 800-343-3548