Palo Alto
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
Monday to Friday: 8:30 a.m. - 5:00 p.m.
Not sure if you need an appointment? Call us and we’ll help!
This Investor Center: 800-742-1566 (office hours only)
Fidelity Customer Service Center: 800-343-3548 (24/7)
Investor Center management details, parking, holidays, and more info
Branch Manager: David Sprafka
Location: The branch is located at the corner of University Avenue and Ramona Street.
Parking: Parking is available behind the Investor Center at the municipal parking lot or on the street.
Connect with us before stopping by to see if we can help you online
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.
