Financial Planning, Investment, Brokerage - San Francisco, CA - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Fidelity Investor Center in San Francisco California

Your Investor Center can help with everything from building a plan to selecting the accounts that are right for you.
Office hours: Monday to Friday: 8:30 a.m. - 5:00 p.m.
Contact Not sure if you need an appointment? Call us and we’ll help!
This Investor Center: 800-462-5450 Fidelity Customer Service Center: 800-343-3548
Location: This branch is open by appointment only.

About our branch leadership

Christopher Madril, VP, Branch Leader
Responsible for leading Fidelity's local Investor Center, offering financial and investment guidance to our customers including one-on-one retirement planning, wealth management, income strategies, and college planning services, as well as integrated employee benefits solutions.

How our Investor Center can help with your full financial picture

Achieving goals
We can help you save for the things that are most important to you. Retirement income planning
Retirement doesn't mean the same thing to everyone. Your advisor can help you build a plan designed to let you retire on your own terms. Investment solutions
You and your advisor will work together to create an investment plan based on your goals, your personal situation, and your preferences. Estate planning strategies
We can help you create a plan for what comes next for the people who matter most to you. Tax considerations
Your advisor can help you identify and implement tax-smart techniques designed to help you keep more of what your investments earn.

Let s talk about how we can work together

Already have a dedicated Fidelity advisor?

Please call us at 800-544-6666. Investing involves risk, including risk of loss. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services are provided through Fidelity Brokerage Services LLC (FBS). Both are Fidelity Investments companies. Fidelity advisors are licensed representatives of FPWA and registered representatives of FBS. Whether a Fidelity advisor provides advisory or brokerage services to you will depend on the products and services you choose. Fidelity Brokerage Services LLC, Member NYSE, 994071.5.0 2021 FMR LLC. All rights reserved.

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