Fidelity Investments

(on university avenue)
Financial and Investment Services in Palo Alto, CA
Financial and Investment Services

Hours

Monday
Closed
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

251 University Avenue
Palo Alto, CA
94301

About

Select services available at Fidelity Investor Centers
We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:
Paper check deposits with account number marked clearly on the check
New account paper applications
Completed paperwork
Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.

Photos

Fidelity Investments Photo Fidelity Investments Photo

Services

  • Annuities
  • College planning
  • Estate planning
  • Investment guidance
  • Life insurance
  • Retirement planning
  • Wealth planning

Latest

On this week's webcast, our professionals discussed the potential for a rise in inflation, and shared steps you can take to help protect your investments. Watch now: https://go.fidelity.com/37ay7 FIDELITY.COM Weekly Market Insights
The key to managing life’s surprises is determination and a flexible plan. Fidelity is a proud supporter of the U.S. Ski & Snowboard Team. Steven Nyman September 10 at 12:43 PM · Life can throw you curve balls and you just have to be prepared and adapt! I know it may be easy to say and I am fortunate to have had some good people guide me along the way, but this current achilles injury is my latest example of adapting. My strength before the injury was in a really good place. Now I have a bigger mountain to climb but I believe it can be done with hard work and a vision! Let’s go! #perseverance #FidelityForward #GoodAdvicePaysOff @FidelityInvestments Brokerage Services #sponsored
Interested in investing, but not sure where to start? Here are some tips to help simplify the process: https://go.fidelity.com/bysbr FIDELITY.COM How to Start Investing | Fidelity
Is there a bright future for cloud computing? See why Fidelity's portfolio manager, Ali Khan, believes it could continue to reshape technology infrastructure for many years: https://go.fidelity.com/v2x2t FIDELITY.COM Insights from Fidelity's portfolio manager Ali Khan | Fidelity
How much should you be saving for retirement? See these tips to help determine what is right for you: https://go.fidelity.com/u4zzc FIDELITY.COM How much money should I save each year for retirement? - Fidelity
With a Fed announcement & earnings on the horizon, investors wait to see the direction the market will take. On this episode of our collaborative series #inthemoney with Dan Nathan, we talk potential volatility & share trade ideas for current conditions. https://go.fidelity.com/5uubh
Want to prepare more for retirement? Here are some factors to consider when you're planning: https://go.fidelity.com/xsvab FIDELITY.COM Planning for retirement | Fidelity
Trying to decide what to do with an old 401(k)? Here are 4 options to consider: https://go.fidelity.com/alkwk FIDELITY.COM How to roll over a 401(k): What to do with an old 401(k) - Fidelity
Fidelity’s Sector Strategist, Denise Chisholm, and Quantitative Analyst, Bobby Barnes, share how their unique approach to research plays a key role in the investing process at Fidelity: https://go.fidelity.com/l4htz
Find out how the potential outcomes of the election may impact your wallet: https://go.fidelity.com/786wk FIDELITY.COM Fidelity Investments: Page Not Found (404)
Uncertainty is driving the markets as investors continue to wait for news on further fiscal stimulus. On this episode of our collaborative series #inthemoney with Dan Nathan, we discuss current volatility, & Dan shares two new trade ideas. https://go.fidelity.com/quyee
First entry period ending soon! Enter now for a chance to win $30k to pay down your student loans (And refer a friend for an extra entry!) https://go.fidelity.com/bxgp4
Not sure what to do when stocks drop? See these investing and trading strategies to help navigate down markets: https://go.fidelity.com/phqxh FIDELITY.COM Buying After a Market Pullback - Fidelity Investments
Hear how one Fidelity associate found her voice in business, and learn skills to help you do the same: https://go.fidelity.com/zw7f2 FIDELITY.COM Public Speaking Skills | Confidence Boosting Tricks| Fidelity
Could some pandemic-era trends endure? Here's why Fidelity's portfolio manager, Jason Weiner, believes some practices, such as digital work, could be long-lasting: https://go.fidelity.com/667d4 FIDELITY.COM Insights from Fidelity's portfolio manager Jason Weiner | Fidelity
Hopes for more stimulus may be sustaining markets through political uncertainty. Fidelity’s Director of Global Macro, Jurrien Timmer, shares more: https://go.fidelity.com/9lpt4 FIDELITY.COM 2020 elections, COVID, and stocks | Fidelity
Looking for a flexible way to achieve your money goals? See how a financial advisor can help: https://go.fidelity.com/rxerb FIDELITY.COM Why consider a hybrid robo advisor | Fidelity
In observance of National Disability Awareness Month, we would like to share knowledge about the #ABLE plan, a tool used to help individuals with disabilities and their families save for their expenses while keeping important benefits. Learn more: https://go.fidelity.com/4jp3g FIDELITY.COM Able Act - Attainable Savings Plan Overview - Fidelity
Are you concerned about financial elder abuse? Hear how one son helped his dad combat fraud, and get tips for recognizing and preventing scams: https://go.fidelity.com/uw85n FIDELITY.COM Elder fraud | Protect against elderly financial abuse | Fidelity
Looking to invest in green-theme companies? Fidelity's portfolio manager, Clint Lawrence, explains how some small caps may benefit from a heightened focus on environmental sustainability: https://go.fidelity.com/qaqnc FIDELITY.COM Insights from Fidelity's portfolio manager Clint Lawrence | Fidelity
Ready to stop working full-time, but not sure you want to retire fully? Here are 5 ways to phase into a part-time position: https://go.fidelity.com/bl8hf FIDELITY.COM Phased retirement | Making the big transition | Fidelity
Have you named beneficiaries on your accounts? Learn the importance of designating beneficiaries so you can feel confident your loved ones will receive the assets you want them to have: https://go.fidelity.com/aslqf FIDELITY.COM Naming Beneficiaries video - Fidelity
Do you have an exit strategy? Whether you’re a passive trader or active investor, here are some key things you should consider before entering a trade: https://go.fidelity.com/ns4cf FIDELITY.COM Exit strategies & planning | Why you should consider | Fidelity
Figuring out when and how to take Social Security can be a complicated decision. Here are some strategies to help you maximize your lifetime benefit when you are unmarried: https://go.fidelity.com/nsyjh FIDELITY.COM Social Security tips for singles | Fidelity
We’ve welcomed thousands of new customers to Fidelity this week. Here are answers to the most frequent questions we receive about trading with us and setting up your account. https://go.fidelity.com/uq7g7
A profitable earnings season for tech sends investors back into the sector's mega-cap stocks. This week on #InTheMoney, our collaborative series with Dan Nathan, we discuss recent market volatility, and Dan shares a defined-risk trading strategy. https://go.fidelity.com/f5sgb
Do you really need a bank? The answer is not as clear-cut as it once was. Learn more about the alternatives: https://go.fidelity.com/zwuk9 FIDELITY.COM Do you really need a bank? | Fidelity
Stay up to date with the latest market conditions and what they mean to you.
Is it better to invest your money or pay down debt? Striking the perfect balance looks different for everyone. Learn more here: https://go.fidelity.com/nm9ds FIDELITY.COM Investing vs Paying Off Debt | Fidelity
Have you started your taxes? Check out our special discounts on tax prep services: https://go.fidelity.com/mtnv2 FIDELITY.COM Tax Discounts: Tax Return Preparation Services - Fidelity

Information

Company name
Fidelity Investments
Category
Financial and Investment Services

FAQs

  • What is the phone number for Fidelity Investments in Palo Alto CA?
    You can reach them at: 800-742-1566. It’s best to call Fidelity Investments during business hours.
  • What is the address for Fidelity Investments on university avenue in Palo Alto?
    Fidelity Investments is located at this address: 251 University Avenue Palo Alto, CA 94301.
  • What are Fidelity Investments(Palo Alto, CA) store hours?
    Fidelity Investments store hours are as follows: Mon: Closed, Tue-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.