Financial Planning, Investment, Brokerage - Walnut Creek, CA - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Discuss your goals and investment strategies
Get guidance on a specific situation

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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 Service 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.

Investing involves risk, including risk of loss.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC.

Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services are provided through Fidelity Brokerage Services LLC (FBS). Both are Fidelity Investments companies.

Fidelity advisors are licensed representatives of FPWA and registered representatives of FBS. Whether a Fidelity advisor provides advisory or brokerage services to you will depend on the products and services you choose.

Fidelity Brokerage Services LLC, Member NYSE, SIPC

994071.6.0

© 2021 FMR LLC. All rights reserved.

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