Fidelity Investments

Investing
Hours:
4611 Sharon Road Suite 125, Charlotte NC 28211
(800) 275-6799 Directions

Hours

Monday
Closed
Tuesday
8:30AM - 5PM
Wednesday
8:30AM - 5PM
Thursday
8:30AM - 5PM
Friday
8:30AM - 5PM
Saturday
Closed
Sunday
Closed

About Fidelity Investments

Fidelity Investor Center offers a variety of financial planning, wealth management, retirement, investment, and brokerage services. Customers can schedule a complimentary planning appointment online or by calling a local Investor Center, and can complete service transactions digitally via the website or the Fidelity Mobile app. Reviews highlight friendly staff who immediately helped deposit a check and provided impromptu financial discussion with an advisor. Staff are consistently courteous, knowledgeable, and professional, delivering great client service and clearly excellent people. Some customers report long hold times on the 800 number, hearing a hollow recording about Fidelity valued diversity, and plan to try a walk‑in at the Sharon Road office in Charlotte.

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Most Recent Reviews

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  • August 2026
    I had the pleasure of getting assistance from Brooke the other day. She greeted me right away when I arrived. She was professional, pleaseant and attentive to my concerns. Brooke made the process very seamless. Thank you providing great service.
  • March 2026
    Kudos to Isaiah and Brooke. I made 2 visits (V) to CLT Office to Xfer stock share certificates into our joint acct. Isaiah provided exceptional customer service on V1, setting an expectation and standard that Brooke replicated on V2. Brooke notified Isaiah on V2 and he made it a point to welcome me again. We're in good... read full comment
  • November 2025
    Friendly staff! Immediately helped me deposit a check and gave me impromptu financial discussion as well with an advisor. Thanks!

More Comments(41)

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Location and Contact

Fidelity Investments

Investing in Charlotte, NC 4611 Sharon Road Suite 125, Charlotte (800) 275-6799 Website Suggest an Edit