Fidelity Regional Offices: Locations And Services OfferedLAST UPDATED: April 22, 2023 | By Conrad Golly
Fidelity is a financial services company that offers investment solutions and retirement planning services.
With over 200 investor centers and branch locations in the United States, Fidelity has become a household name for people looking to invest their money.
Fidelity regional offices are located throughout the world, including the United States, Europe, and Asia. These offices are designed to provide local support and expertise to clients in the regions they serve.
One of the key benefits of having regional offices is that they provide a more personalized experience for clients.
Clients can meet with local investment professionals who understand the unique needs and challenges of their region.
These professionals can provide tailored investment advice and help clients make informed decisions about their financial future.
In addition, regional offices offer a range of educational resources and tools to help clients stay informed about market trends and investment opportunities.
Fidelity’s regional offices also play an important role in the communities they serve. They support local charities and organizations, and their employees often volunteer their time to help with community events and initiatives.
This commitment to community involvement helps build strong relationships with clients and demonstrates Fidelity’s dedication to making a positive impact in the regions where they operate.
Where are Fidelity Regional Offices Located?
Fidelity currently has 12 regional sites or offices located throughout North America.
These offices are located in Albuquerque, NM; Jacksonville, FL; Covington, KY; American Fork, UT; Greenwood Village, CO; Jersey City, NJ; New York, NY; Merrimack, NH; Raleigh-Durham, NC; Salt Lake City, UT; Smithfield, RI; and Westlake, TX.
Fidelity has a significant presence in Europe, with offices located in several countries.
Some of the locations include Dublin, Ireland; London, United Kingdom; Munich, Germany; Paris, France; and Zurich, Switzerland.
Fidelity also has a strong presence in the Asia-Pacific region. The company has offices in several countries, including Australia, China, Hong Kong, India, Japan, Korea, Singapore, and Taiwan.
Fidelity has a global presence, with offices located in many countries around the world.
The company’s regional offices allow it to provide personalized service and support to its clients in different regions, while also enabling it to stay up-to-date with local market trends and conditions.
What Services are Offered at Fidelity Regional Offices?
Investment Advisory Services
Fidelity Regional Offices provide investment advisory services to help clients make informed investment decisions.
Their investment advisors offer personalized advice and guidance on a range of investment products, including mutual funds, stocks, bonds, ETFs, and more.
They also provide insights and tools to help clients stay informed about market trends and investment opportunities.
Some of the investment advisory services offered at Fidelity Regional Offices include:
- Portfolio management
- Asset allocation
- Retirement income planning
- Education savings planning
- Estate planning
Wealth Management Services
Fidelity Regional Offices also offer wealth management services to help high net worth individuals manage their wealth and achieve their financial goals.
Their wealth management advisors work closely with clients to develop customized investment strategies based on their unique financial situations and goals.
Some of the wealth management services offered at Fidelity Regional Offices include:
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Philanthropic planning
Retirement Planning Services
Fidelity Regional Offices also specialize in retirement planning services to help clients prepare for retirement and make the most of their retirement savings.
Their retirement planning advisors offer personalized advice and guidance on a range of retirement planning topics, including:
- Social Security claiming strategies
- Retirement income planning
- 401(k) rollovers
- IRA contributions and withdrawals
- Pension and annuity options
They also provide tools and resources to help clients estimate their retirement expenses, calculate their retirement income needs, and plan for healthcare costs in retirement.
How to Contact Fidelity Regional Offices?
If you need to contact a Fidelity regional office, there are several ways to do so. Here are some options:
1. Use the Fidelity Branch Locator
The Fidelity Branch Locator is a tool that allows you to find Fidelity Investor Centers near you. You can search by zip code or state to find the nearest location.
Once you find a location, you can view the address, phone number, and hours of operation.
2. Contact Fidelity Customer Service
If you need assistance with your account, you can contact Fidelity Customer Service. They can help you with account-related questions or technical issues.
You can chat live with a representative or find the phone number for your specific need. Operating hours are Monday through Friday, 8 a.m. to 10 p.m. ET and Saturday through Sunday, 9 a.m. to 4 p.m. ET.
3. Speak with Fidelity Institutional Customer Service Representatives
If you are a Fidelity Institutional customer, you can speak with a customer service representative by calling 877-208-0098.
Operating hours are Monday through Friday, 8:30 a.m. to 7:00 p.m. Eastern time. You can also send material to Fidelity from anywhere in the U.S. and abroad using regular mail or overnight mail.
4. Find Fidelity Regional Center Directions
If you need directions to a Fidelity Regional Center, you can use the Fidelity US Regional Center Directions tool. This tool provides directions to Fidelity Regional Centers located throughout the United States.
Where Are Fidelity Offices Located?
Fidelity has offices in all states of America, apart from Alaska, Arkansas, Hawaii, Iowa, Louisiana, Montana, Nebraska, North Dakota, South Dakota, Vermont, and Wyoming. The company also has 12 regional sites across North America, Europe, Australia, and Asia.
Where Is the Fidelity Headquarters Located?
Fidelity’s corporate headquarters is located in Boston, Massachusetts. After being located on Devonshire Street for decades, the headquarters is now located at 245 Summer Street, V5D Boston, MA 02210 United States.
Naturally, the corporate headquarters is the heart of the company, embodying all of the corporation’s culture and history.
It is also where most executives, including the CEO, the board members, and other key managerial staff are located.
Therefore duties carried out at the corporate headquarters will have to do with human resources, corporate communications, accounting, and legal matters.
To talk with the corporate office general inquiry department for customer services, you can dial +1 800-343-3548.
Of course, considering the effects of the COVID-19 pandemic, business on the location might not have fully returned to normal.
Are there Fidelity Offices Outside the US?
Although Fidelity does not currently open accounts for new customers residing outside the United States, there are multiple Fidelity locations outside the country. As a matter of fact, Fidelity has 46 offices across 27 other countries.
The UK offices are some of Fidelity’s largest investment hubs, home to many Fidelity business units like technology and customer services, and home to Fidelity’s Retirement Service Centre.
Fidelity International has operated in Ireland since 2000, and in 2016, an office was opened in Dublin.
Fidelity runs its Global Treasury Operation in Dublin and is also home to Fidelity International’s Irish businesses, with core activities focused around fund accounting, foreign exchange, and client services.
In Continental Europe, the Fidelity business manages a broad range of asset classes for institutional, wholesale, and retail clients.
The business also provides market-leading account services for independent financial advisers in Germany and Austria.
The Kronberg office in Germany employs over 300 people in areas like sales, client service, compliance, and more.
The Luxembourg office in Kirchberg primarily focuses on product development, central marketing, risk, corporate services, and more.
Home to 175 employees, it also has a customer service department to cater to customer needs.
In Asia and the Pacific, Fidelity has roots that date back to 1969. One of the most experienced global investment specialists in Asia-Pacific, the company has grown from having just one office in Tokyo to having locations in Australia, mainland China, Hong Kong. Korea, Taiwan, and Singapore.
In Dalian, China, Fidelity has two offices to support operations, technology and provide investment support for Fidelity International and Fidelity Investments.
Here, technology solutions are developed to improve customer experience, redesign the operational process, or provide investment analysis and research to a global team.
The Hong Kong office is the regional hub for Asia-Pacific, excluding Japan. Employing around 425 people, it is also a regional hub for the Venture Growth Partners.
There is also a Fidelity International Office in Tokyo, Japan which focuses on equities, fixed income, and solutions.
With a workforce consisting of over 300 people, they also deal with wholesale, Institutional (Pension), and Personal Investing.
Outside the UK, Fidelity International in India has the biggest office. However, the Indian locations rarely do anything relating directly to investments.
They mostly perform support functions.
One of the key Fidelity International offices is located in Hamilton, Bermuda. Founded in 1969, the organization known as Fidelity International was then started here.
Monitoring Fidelity’s global operations that consist of over 900 funds, the office also runs the global legal and compliance department.
Fidelity also has other offices in France, Germany, Belgium, Italy, Spain, Canada, and Switzerland.
Fidelity Regional Sites
Fidelity currently has 12 regional sites or offices located in Albuquerque, NM; Jacksonville, FL; Covington, KY; American Fork, UT Greenwood Village, CO; Jersey City, NJ; New York, NY; Merrimack, NH; Raleigh-Durham. NC; Salt Lake City, UT; Smithfield, RI; and Westlake, TX.
The Regional offices function as head offices for specific areas. Mainly, they have call centers where customers can call in to discuss their 401k(s) or an investment strategy with retirement in mind.
Some employees also help customers with placing trades, making distributions, income planning, and insurance consulting.
Of course, there are also other departments at the regional offices which deal with other things like business strategy and administration.
Regional sites also have active traders and people who provide general asset management services or asset management specifically for High Net Worth Individuals.
Fidelity Investor Centers
The Investor Centers are located all around the country. They serve as the main focal point for the business to the customers.
They are the offices or branches where customers can easily walk into when they need to meet with a Fidelity representative.
These representatives are tasked with providing and maintaining a good relationship with the customer or marketing products to prospective clients.
This way, the employees here place and take calls, deal with walk-in traffic, and take meetings.
Verdict: fidelity regional offices
In this article, we have looked at Fidelity’s office structures, their overseas locations, as well as the functions of each office in the grand scheme of things.
You would have also learned that as a customer, your regular customer service calls will probably be taken by someone in a regional office, investor centers handle walk-in traffic, and the overseas offices carry out different functions.
I hope this article has answered your questions. If it did, please share with others! If not, please leave a comment below, and I’ll get back to you as soon as I can.
Till next time…