Financial Advisors
San Jose, CA
Fidelity Investments is a major financial services firm offering a comprehensive range of investment and wealth management services at their San Jose investor center. They provide brokerage accounts, retirement planning, investment management, and advisory services to individual investors. Their team helps clients build diversified portfolios and plan for long-term financial goals.
Ideal for: Individual investors, retirement savers, people managing diversified portfolios, clients seeking professional investment guidance
Service area: San Jose and surrounding Bay Area
Full-Service Financial Services: Offers integrated brokerage, retirement accounts, investment management, and advisory services all in one firm.
In-Person Investor Center: Dedicated physical location in North San Jose for face-to-face consultations and account support.
Address: 4160 N First St, San Jose, CA 95134
Phone: (800) 544-2269
Website: fidelity.com
Looking for more options?
See more Financial Advisors in San Jose →