What services does Fidelity Investments offer?

Fidelity Investments offers a wide range of financial services, including Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a variety of investment products such as Mutual Funds, ETFs, Fixed income Bonds, and CDs.

What type of investment products can I access through Fidelity Investments?

Fidelity Investments provides access to a diverse range of investment products, including Mutual Funds, ETFs, Fixed income Bonds, CDs, and much more. Customers can also explore options, cryptocurrencies, and other alternative investments.

What planning and advisory services are available through Fidelity Investments?

Fidelity Investments provides comprehensive financial planning and advisory services to help customers achieve their financial goals. This includes developing personalized financial plans, offering robo-investing and advisory services, and connecting customers with dedicated financial advisors for wealth management.

How can I access my account and manage my investments with Fidelity Investments?

Fidelity Investments offers a user-friendly online platform, mobile app, and customer service options to help customers manage their accounts and investments. Customers can access their portfolio, positions, trading dashboard, cash management features, and various account settings and documents through the Fidelity platform.

Fidelity Investments - Financial Services in Palo Alto, CA - Company Profile & Contacts

Company Overview

Company Name

Fidelity Investments

Address

251 University Ave, Palo Alto, CA, 94301, United States

Website

fidelity.com

Phone

(800) 742-1566

Approx. Annual Revenue

$15.0M

Employees

100

Established

1996

Google Reviews

3.9 (16 reviews)

Locations

103

About Fidelity Investments

Fidelity Investments is a prominent financial services company headquartered in Boca Raton, Florida, United States. With approximately 15,002 employees, the company offers a wide range of services, including financial planning, retirement plans, wealth management, trading, and a diverse selection of investment products such as mutual funds, ETFs, and fixed-income securities.

Business Profile

Read from the Fidelity Investments website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 9/10 · Current copyright 2026; Comprehensive service information
Footer copyright year: 2026

Recent changes

What changed on the Fidelity Investments website and Google listing, as detected by Coldlytics on each visit.

Oct 16, 2026
Google Business category is now Investment service
Oct 16, 2026
Google reviews went from 24 to 25
Oct 16, 2026
Google reviews went from 29 to 30
Oct 15, 2026
Google Business category is now Financial planner
Oct 15, 2026 · Chandler, AZ
Google reviews went from 72 to 73
Oct 15, 2026
Google Business category is now Financial planner
Oct 15, 2026
Google Business category is now Financial planner
Oct 15, 2026
Google reviews went from 11 to 12
Oct 14, 2026
Google Business category is now Investment service
Oct 14, 2026
Google reviews went from 21 to 22
Oct 14, 2026
Google Business category is now Financial planner
Oct 14, 2026
Google Business category is now Investment service
Oct 14, 2026
Google Business category is now Investment service
Oct 13, 2026
Google Business category is now Investment service

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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Fidelity Investments locations

103 Google Business Profile listings, showing 30.

Location	Google category	Reviews	Status
251 University Ave, Palo Alto, CAprimary	—	3.9 (16)	Claimed
500 E Eisenhower Pkwy Ste 100, Ann Arbor, MI	—	—	Claimed
401 N Michigan Ave Ste 100, Chicago, IL	—	—	Claimed
245 Summer St, Boston, MA	—	—	Claimed
1540 E Southlake Blvd, Southlake, TX	—	—	Claimed
121 Alhambra Plz Ste 150, Coral Gables, FL	—	—	Claimed
225 Daniel Webster Hwy, Nashua, NH	—	—	Claimed
1520 Main St Ste 201, Warrington, PA	—	—	Claimed
8630-M, Guilford Rd Suite 126, Columbia, MD	—	—	Claimed
900 Salem Street, Smithfield, RI	—	—	—
869 Washington Blvd, Stamford, CT	—	—	—
155 Congress Street, Boston, MA	—	—	—
245 Summer St, Boston, MA	—	—	—
1125 NW 63rd St Suite A, Nichols Hills, OK	—	—	—
28100 US Hwy 19 N Ste 100, Clearwater, FL	—	—	—
610 York Rd, Towson, MD	—	—	Claimed
7001 W Ray Rd, Chandler, AZ	Financial planner	3.7 (73)	Claimed
201 N Cattlemen Rd, Sarasota, FL	Investment service	3.2 (71)	Claimed
2225 Village Walk Dr Suite 199, Henderson, NV	—	3.2 (57)	Claimed
3805 Edwards Rd Ste 110, Cincinnati, OH	Financial planner	3.1 (54)	Claimed
11501 Alterra Pkwy Ste 115, Austin, TX	—	3.5 (54)	Claimed
2933 W 7th St, Fort Worth, TX	Financial planner	3.3 (48)	Claimed
281 E Flatiron Crossing Dr, Broomfield, CO	—	3.6 (47)	Claimed
2 Contra Way, Merrimack, NH	—	4.6 (47)	Claimed
4671 Town Center Pkwy, Jacksonville, FL	Financial planner	3.8 (46)	Claimed
279 W S Temple St, Salt Lake City, UT	—	3.0 (46)	Claimed
3480 28th St SE, Grand Rapids, MI	—	3.5 (44)	Claimed
11513 Parkside Dr, Knoxville, TN	Financial planner	3.6 (42)	Claimed
778 W Big Beaver Rd, Troy, MI	—	3.2 (41)	Claimed
7310 Day Creek Blvd, Rancho Cucamonga, CA	—	3.9 (39)	Claimed

Financial Services Companies near Palo Alto, CA

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Frequently Asked Questions about Fidelity Investments

Technologies Used

Social Profiles

Key Decision Makers

Abigail Johnson CEO

Abby Johnson Chairman and CEO

Suzette Louro Vice President

Alex Waitner Senior Risk Manager - Workplace Investing Emerging Products

Aubrey Davis CRA

Matthew Berardi CRA

Mary O'Brien CRA

Cooper Fern CRA

Zahan Tariq CRA

Jaycie Baird CRA

Voyager DB

Contact Research

People Search

Chrome Extension

Integrations