Introduction
Fidelity Mountain View CA offers professional financial planning, investment management, retirement accounts, and brokerage services tailored to individual and corporate needs. Located in the heart of Silicon Valley, this branch serves as a vital hub for local residents and tech professionals seeking expert financial guidance.
What is Fidelity Mountain View CA Known For?
Fidelity Mountain View CA is a branch of Fidelity Investments offering personalized financial advice, retirement planning, brokerage services, and wealth management solutions. It serves clients in Silicon Valley with both in-person and virtual consultations, helping individuals achieve financial security through strategic investment services.
Fidelity Mountain View CA Location & Hours
-
Address: 800 W El Camino Real, Mountain View, CA 94040
-
Phone: (800) 343-3548
-
Branch Hours:
-
Monday–Friday: 8:30 AM – 5:00 PM
- Saturday–Sunday: Closed
How to Book an Appointment at Fidelity Mountain View CA
Booking an appointment at Fidelity Mountain View CA is simple and ensures you receive personalized attention from an investment professional.
Visit Fidelity.com
Navigate to the Finder to Go.
Use the Location Finder
Click on “Find an Investor Center” and search for Mountain View, CA.
Select the Mountain View Branch
Click on the listing for 800 W El Camino Real.
Choose an Appointment Type
Options include retirement planning, brokerage services, portfolio reviews, or general inquiries.
Pick a Time Slot
Select your desired time and date from the calendar tool.
Enter Your Details
Provide your name, contact information, and investment goals (optional).
Confirm Booking
Review and confirm the appointment. You’ll receive a confirmation email or text.
Fidelity Mountain View CA
Retirement & IRA planning
-
Brokerage account services
-
Financial advisor consultations
-
Wealth management solutions
-
College savings plans
-
Investment research tools
Why Choose Fidelity Mountain View CA?
The Mountain View branch offers highly personalized, face-to-face service backed by one of the most trusted financial institutions in the U.S. Whether you’re an experienced investor or just starting your financial journey, this location provides:
-
Expertise tailored to Silicon Valley residents
-
Access to robust investment platforms
-
Live seminars and financial literacy programs
-
One-on-one portfolio reviews
FAQs – Fidelity Mountain View CA
Q1: Do I need an appointment to visit Fidelity in Mountain View?
A: While walk-ins are welcome, it’s recommended to book an appointment online for personalized services.
Q2: Is parking available at the Fidelity Mountain View branch?
A: Yes, free on-site parking is available for clients.
Q3: Can I open an IRA at this location?
A: Absolutely. Advisors at this branch can help you open and manage IRAs, Roth IRAs, and 401(k) rollovers.
Q4: What documents should I bring to my appointment?
A: Bring a valid ID, recent financial statements, and any documents related to your investment or retirement plans.
Q5: Does Fidelity Mountain View offer services in other languages?
A: Yes, multi-lingual advisors are often available. It’s best to request this when booking.
If you’re in Dubai looking to replicate this level of online visibility for your financial business, SEO Services Dubai can help. From local SEO to content optimization for SERP features, this team ensures your brand gets discovered by your target audience.
Fidelity Mountain View CA is more than just a financial center — it’s a trusted resource for individuals seeking smart, secure, and strategic financial planning. Whether you’re preparing for retirement, investing in the market, or just starting out, this branch provides all the tools and expert advice you need.
Don’t wait to take control of your financial future — book a consultation today and explore the wealth of resources offered by Fidelity Mountain View CA.
