Financial Advisors
San Diego, CA
Fidelity Investments in Rancho Bernardo is a full-service financial services center offering brokerage accounts, investment management, retirement planning, and wealth management solutions. As part of Fidelity, one of the largest and most established investment firms in the United States, this local branch provides personalized advisory services, access to a wide range of investment products, and educational resources for individual investors and families.
Ideal for: Individual investors, families planning for retirement, people seeking personalized investment advice, self-directed traders
Service area: San Diego, CA and surrounding areas
Full-Service Investment Platform: Offers comprehensive brokerage services, retirement accounts, investment management, and educational resources all under one roof with a dedicated local team.
Established Industry Leader: Backed by Fidelity's decades of experience and extensive research capabilities, providing access to institutional-quality investment tools and insights.
Address: 16745 W Bernardo Dr Suite 110, San Diego, CA 92127
Phone: (800) 343-3548
Website: fidelity.com
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