Fidelity Investment Locations Florida

Here’s information about Fidelity Investments locations in Florida, formatted in HTML:

Fidelity Investments has a significant presence in Florida, serving a wide range of clients from individual investors to large institutions. Their Florida locations offer various services, including investment guidance, retirement planning, wealth management, and educational resources.

Branch Locations

Fidelity operates numerous Investor Centers throughout Florida. These branches provide in-person assistance with account management, investment strategies, and financial planning. Key metropolitan areas with Fidelity branches include:

• Orlando: Several branches cater to the diverse needs of the Orlando community.
• Tampa Bay Area (Tampa, St. Petersburg, Clearwater): Multiple locations offer convenient access for residents across the region.
• Miami-Fort Lauderdale Metropolitan Area: A strong presence in South Florida ensures comprehensive service for this densely populated area.
• Jacksonville: Branches serve the Northeast Florida region.
• Sarasota/Bradenton: Locations cater to the growing retirement and investment community on the Gulf Coast.
• Naples/Fort Myers: Serving the Southwest Florida population.

Specific branch locations and hours can be found on the Fidelity Investments website using their branch locator tool. This tool allows you to search by city, zip code, or address.

Services Offered at Florida Locations

Fidelity’s Florida branches provide a wide array of services, including:

• Investment Guidance: Financial consultants can help you develop personalized investment strategies based on your goals, risk tolerance, and time horizon.
• Retirement Planning: Experts assist with retirement income planning, Social Security optimization, and 401(k) rollovers.
• Wealth Management: Tailored services for high-net-worth individuals, including estate planning and tax strategies.
• Account Management: Assistance with opening accounts, transferring assets, and managing existing accounts.
• Educational Workshops and Seminars: Fidelity frequently hosts free workshops and seminars on various financial topics, such as retirement planning, investment strategies, and market updates. Check the Fidelity website for a schedule of events near you.

Beyond Branch Locations

In addition to physical branches, Fidelity also serves Florida clients through:

• Online and Mobile Platforms: Fidelity’s robust online platform and mobile app provide 24/7 access to account information, trading tools, and research resources.
• Phone Support: Fidelity’s customer service representatives are available by phone to answer questions and provide assistance.

Importance to Florida

Fidelity’s presence in Florida is significant for several reasons. It provides valuable financial services to a large and diverse population, including a substantial retirement community. Their investment guidance and wealth management services help Floridians achieve their financial goals. Fidelity also contributes to the local economy through employment opportunities and community involvement. They offer seminars and resources, empowering Floridians to make informed financial decisions.