4.0 
Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Annuities, College planning, Estate planning, Investment guidance, Life insurance, Retirement planning, Wealth planning
Listed In: Investment Services Firms, Financial Planning Firms
Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by… Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app. Read more
By gigi on March 10, 2026 Verified by Google
the gentleman in the stamford CT office, James and his 2 coworkers were amazingly helpful! thanks guys!
By Peter Yanicky on January 22, 2026 Verified by Google
By z. c. on December 15, 2024 Verified by Google
Really difficult to deal with. I went to set up an IRA with Mike in person and after I left I called the main number to ensure it went th. and they said it wasn’t completed. Really?!
By Susan DeRosa on June 28, 2024 Verified by Google
Brian Dineen is such a thoughtful, compassionate and professional resource at Fidelity located in Stamford CT. I have had several appointments with him and each time I feel better about my financial literacy, engagement and future financial security. I highly recommend anyone seeking support with Fidelity investments to schedule an appointment with him.
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Fidelity Investments 4.0 out of 5.0 based on 4 user reviews.
Fidelity Investments
869 Washington Blvd, Stamford, CT
869 Washington Blvd, Stamford, CT
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