financial advisor · Mountain View, CA

financial advisors in Mountain View, CA

Book a financial advisor in Mountain View, CA

2580 West El Camino Real
Mountain View, CA
+1-800-367-0355
https://www.fidelity.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Hours: Mo-Fr 08:30-17:00

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In Mountain View, CA, Fidelity Investments is a financial advisor located 1.8 miles west of central Mountain View at 37.4011° N, 122.1126° W. You can reach them by phone at +1-800-367-0355. Nearby financial advisors include Moon & Mandella Accountancy Corporation (1.4 mi) and :Daffy (1.5 mi). There are approximately 654,467 households in Santa Clara County located at 2580 West El Camino Real. Services offered here include A clear, straightforward experience and Guidance as life changes. Their website is https://www.fidelity.com/. The median household income across Santa Clara County is around $159,674. It's located close to GanTorah Preschool (0.8 mi), Miramonte School (1.4 mi) and Mountain View Chinese Christian Church (1.6 mi). Hours: Mo-Fr 08:30-17:00. Any investment growth in a Roth is tax-free, with tax-free withdrawals at retirement.4 You can withdraw any amount you add to your Roth without taxes or penalties anytime for any reason. Whether you want to invest on your own or have us do it for you, you can choose from stocks, ETFs, and more.

At 2580 West El Camino Real in Mountain View, CA you'll find Fidelity Investments, a financial advisor. Fidelity Investments is a financial services company that helps customers plan and achieve their most important financial goals. The services listed on their own site include A clear, straightforward experience and Guidance as life changes.

Listed hours are Mo-Fr 08:30-17:00. You'll find it 2.0 mi from Downtown Mountain View Transit Center (bus station). It's 1.4 mi from Miramonte School (school). Fidelity Investments is 1.6 mi from Mountain View Chinese Christian Church (place of worship).

Mountain View has 7 financial advisors on the map here, so there is real choice. Fee-only, fee-based, and commission models pay the advisor differently; asking exactly how they are compensated is expected, not rude. Close alternatives include Moon & Mandella Accountancy Corporation (1.4 mi), :Daffy (1.5 mi), and Charles Schwab (1.6 mi).

The median household income in Santa Clara County is about $159,674. Santa Clara County has roughly 654,467 households. Roughly 55% of homes here are owner-occupied. The local food scene leans toward Indian, Chinese, Mexican. Chez TJ was a French restaurant in Mountain View, California, United States. The median age in Santa Clara County is around 37.9. The area sees roughly 19 inches of rain a year. Zume, Inc. was an American manufacturing-technology company headquartered in Camarillo, California. Summers in Mountain View average near 81°F and winters settle around 45°F. Reach Fidelity Investments at +1-800-367-0355 or https://www.fidelity.com/. This listing is mapped from OpenStreetMap and is free. If you own Fidelity Investments, you can claim this page to add hours, services, and a booking link.

Nearby landmarks: 2.0 mi from Downtown Mountain View Transit Center (bus station) · 1.4 mi from Miramonte School (school) · 1.6 mi from Mountain View Chinese Christian Church (place of worship)

Frequently asked questions

Where is Fidelity Investments located?
Fidelity Investments is at 2580 West El Camino Real, Mountain View, CA.
What are Fidelity Investments's hours?
Fidelity Investments's listed hours are Mo-Fr 08:30-17:00.
What other financial advisors are near Fidelity Investments?
Nearby financial advisors include Moon & Mandella Accountancy Corporation (1.4 mi), :Daffy (1.5 mi), and Charles Schwab (1.6 mi).
How do I contact Fidelity Investments?
Call +1-800-367-0355 or visit https://www.fidelity.com/.
What should I look for in a financial advisor in Mountain View?
The first question for any financial advisor is whether they act as a fiduciary at all times — the answer changes whose interest comes first. Checking hours and confirming details directly with the business is always worth the two minutes.
From their website

Fidelity Investments is a financial services company that helps customers plan and achieve their most important financial goals. We offer a wide range of financial products and services for individuals and businesses, including trading & investing, retirement, spending &

  • A clear, straightforward experience
  • Guidance as life changes

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