financial advisor · Palo Alto, CA

financial advisors in Palo Alto, CA

Book a financial advisor in Palo Alto, CA

2580 West El Camino Real
Palo Alto, 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

No Google Business Profile detected on their site · check Google

© OpenStreetMap contributors

Fidelity Investments is one of the financial advisors serving Palo Alto, CA. It's located at 2580 West El Camino Real. The area around Free Will Baptist Church is the neighborhood to picture here. It sits 1.7 miles east of central Palo Alto, at 37.4011° N, 122.1126° W. Roughly 55% of homes here are owner-occupied. Its website is https://www.fidelity.com/. The average commute in Santa Clara County is about 27 minutes. Hours: Mo-Fr 08:30-17:00. You can reach it by phone at +1-800-367-0355. Other financial advisors nearby include Moon & Mandella Accountancy Corporation (1.4 mi) and :Daffy (1.5 mi). It sits near Zen Meditation Center (0.6 mi), Los Altos Hills Town Hall (1.9 mi) and Equinox (2 mi). Any investment growth in a Roth is tax-free, with tax-free withdrawals in retirement.4 Any amount you add to your Roth can be withdrawn without taxes or penalties, anytime, for any reason. Whether you invest on your own or have us do it, you can choose from stocks to ETFs to crypto and more.

At 2580 West El Camino Real in Palo Alto, 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 1.9 mi from Los Altos Hills Town Hall (town hall). It's 3.2 mi from Pandemonium Aviaries Sculpture (attraction). Fidelity Investments is 2.0 mi from Equinox (sports center).

Palo Alto has 6 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 Japanese, Mexican, Pizza. Future Concepts division (formerly Palo Alto Research Center, PARC and Xerox PARC) is a research and development company in Palo Alto, California. The median age in Santa Clara County is around 37.9. The area sees roughly 19 inches of rain a year. Congregation Beth Am (Hebrew: בית עם, lit. Summers in Palo Alto 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: 1.9 mi from Los Altos Hills Town Hall (town hall) · 3.2 mi from Pandemonium Aviaries Sculpture (attraction) · 2.0 mi from Equinox (sports center)

Frequently asked questions

Where is Fidelity Investments located?
Fidelity Investments is at 2580 West El Camino Real, Palo Alto, 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 Palo Alto?
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

More financial advisors in Palo Alto

Costs and data for financial advisors