Fidelity Investments - By Appointment Only - Folsom, California

Fidelity Investments, specifically the "By Appointment Only" branch located at Address: 2600 E Bidwell St Suite 200, Folsom, CA 95630, stands out as a distinguished financial services provider. This branch, which is accessible via Phone: 8009871410, offers specialized investment services and expert financial planning. The branch's unique requirement for appointments ensures a personalized experience for each client, highlighting its commitment to tailored financial guidance.

The address of this Fidelity branch is conveniently located and wheelchair accessible, which is a significant point of interest for individuals with mobility needs. Similarly, the parking lot is designed to be wheelchair accessible, ensuring that all customers can reach their financial planning sessions without hassle. It's also worth noting that the branch is fully equipped to accommodate those with special requirements, as indicated by the wheelchair accessibility features.

For those seeking financial advice and investment services, Fidelity Investments is highly regarded. The company boasts a average opinion of 5/5 on Google My Business, suggesting a high level of customer satisfaction. This positive feedback is based on just one review, although it's noteworthy that such a small sample size doesn't necessarily reflect the full spectrum of experiences, but it does indicate a strong foundation of client satisfaction.

The "Specialties" offered by Fidelity Investments include comprehensive investment services and the expertise of a Financial Planner. This makes it an ideal choice for individuals looking to manage their investments or create a detailed financial plan tailored to their specific needs.

For potential visitors or interested parties, it's important to note that while the branch is convenient with its wheelchair-accessible entrance and parking, the requirement for an appointment adds a layer of personalization but also suggests that interested individuals should plan in advance. The contact number provided is a direct line to reach out for scheduling or inquiries.

To those considering making an appointment or simply wanting to learn more about how Fidelity Investments can assist with their financial planning and investment needs, the recommended next step is to visit their official website at fidelity.com. Here, you can find detailed information on services, the application process for appointments, and even resources to help you prepare for your financial planning session.