Fidelity Investor Center in Sugar Land, 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.

Sugar Land

15600 Southwest Freeway Sugar Land, TX 77478

Directions

Branch phone number

800-227-0626

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

Parking: Free surface lot parking available at the Investor Center.

About our branch leadership

Kris Mason, CFP®, 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.

Geoff Nelson, CFP®, VP, Financial Wellness and Planning
Responsible for delivering impactful financial education and planning experiences for individual investors, corporations and other local organizations.

Learn more about Geoff and our Financial Wellness program

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.

Celebrating our communities

Houston isn't just where we do business; it's home. That's why we've partnered with local artist Sebastien "Mr. D" Boileau to capture this city's rich heritage. Because we believe art and community should be celebrated.

localpursuits