Portland

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

3 Canal Plaza, Portland ME 04101


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: 800-521-3018 (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: Morgan Foster

Location: The branch is located on Middle Street.

Parking: Validated parking is available at the Temple Street garage.

Connect with us before stopping by to see if we can help you online

Customer Service Center

Or call us at 800-343-3548

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