Finding the Fidelity Investments office in Fort Worth can be important for those looking to meet with representatives or access services in person. Fidelity is one of the largest financial services companies in the world, with over $11 trillion in assets under administration. It offers investment and retirement products, wealth management, and brokerage services. While Fidelity is based in Boston, it has over 200 local offices across the country, including a presence in Fort Worth. Understanding the Fidelity Fort Worth address and services offered there can help investors and clients best utilize the location.
Fidelity Has a Significant Presence in Fort Worth
Fidelity first established an office in Fort Worth in the early 2000s as part of an expansion in Texas. The Fort Worth location offers financial planning, retirement guidance, investing and saving advice, and other services to clients in the greater Dallas-Fort Worth metro area. It provides localized support and access to Fidelity’s full range of investment products and services. The office is located in Sundance Plaza:
Fidelity Investments
14001 North Dallas Parkway
Suite 900
Sundance Plaza
Fort Worth, TX 76177
The Fort Worth office provides walk-in access and support for Fidelity customers six days a week. It has on-site professionals who can assist with opening and servicing accounts, financial planning, retirement strategies, portfolio guidance, and more. The location also offers periodic seminars and events for investors.
Fort Worth Investors Can Access Full Range of Fidelity Products
While smaller than Fidelity’s offices in major hub cities, the Fort Worth branch provides access to Fidelity’s complete selection of financial products, including:
– Stocks, ETFs, bonds, mutual funds, and other investments
– IRAs, 401(k)s, annuities and other retirement accounts
– Wealth management and advisory services
– Cash management accounts and services
– College savings accounts like 529 plans
– Insurance products
Investors can visit the office to open new Fidelity accounts, make deposits and withdrawals, seek guidance on asset allocation, review their portfolio, and more. Onsite professionals can also assist Fort Worth clients with navigating Fidelity’s online and mobile platforms.
The Fidelity office in Fort Worth, located at 14001 North Dallas Parkway, provides localized support and access to Fidelity’s comprehensive financial products and services. Fort Worth area residents can visit the branch for investing guidance, retirement planning, account management, and other needs.