Cincinnati

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

3805 Edwards Road, Cincinnati OH 45209


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: 800-634-5574 (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: Jeffrey Alford

Location: The branch is located in the Rookwood Tower, Suite 110 and 600

Parking: Parking is available in the Rookwood Tower garage. Enter from Edwards Road.

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® - Need help navigating Medicare? A member of the Fidelity Medicare Services team can guide you through the entire journey, from education and enrollment to year-over-year support.