Fidelity Investor Center in Southlake, Texas

Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you. Come visit us today.

Southlake

1576 East Southlake Boulevard Southlake, TX 76092

Directions

Branch phone number

800-622-0102

Hours

Mon: 8:30 a.m. – 5:00 p.m.
Tue: 8:30 a.m. – 5:00 p.m.
Wed: 8:30 a.m. – 5:00 p.m.
Thu: 8:30 a.m. – 5:00 p.m.
Fri: 8:30 a.m. – 5:00 p.m.

Also by appointment

Additional branch info

Location: The branch is located in the Southlake Town Square area near Pei Wei and Spin Pizza.

Parking: Free parking is available at the Investor Center.

About our branch leadership

Onisa Treibs, VP, Branch Manager
Responsible for leading Fidelity's local Investor Center, offering financial and investment guidance to our customers including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employee benefits solutions.

Services offered at this branch

Annuities
Annuities can help increase your savings, protect what you've saved, or generate a stream of income.

College planning
Let's help you plan for your child's future educational costs.

Estate planning
We can create a plan to help you pass assets on to your loved ones.

Investment guidance
Our award-winning research tools can help you become a more powerful investor.

Life insurance
Life insurance can help you protect your family while helping you meet your financial goals.

Retirement planning
No matter where you are in life, we can help you prepare for retirement on your terms.

Wealth planning
We offer guidance and comprehensive services to help you preserve your wealth.

Browse our seminars

We offer a wide selection of seminars. If you don't see the seminar you're looking for, please contact your local branch for details on how to schedule one near you.

Need help with an existing account?

Please call us at 800-544-6666.