Fidelity Investments Investor Center

Fidelity Investments Investor Center on Monroe Avenue in Rochester, NY, is a full-service branch where clients can meet face-to-face with financial advisors. Located inside Pittsford Plaza at 2780 Monroe Ave, Suite 201, the center operates as one of Fidelity's nationwide network of Investor Centers designed to provide in-person financial guidance. The Rochester branch is open Monday through Friday from 8:30 a.m. to 5:00 p.m. and is managed by Andy Alvarez.

The Investor Center provides a range of financial services, including:

• Financial planning and goal-setting consultations
• Wealth management strategies with a dedicated advisor
• Retirement planning for both pre-retirees and those already in retirement
• Brokerage services covering stocks, mutual funds, ETFs, and other investment products
• Complimentary planning appointments for new and existing clients

Clients can schedule one-on-one appointments to discuss investment strategies, review portfolios, or build a comprehensive financial plan. The center also offers guidance on specific financial situations such as rolling over a 401(k), managing an inheritance, or planning for major life transitions. For general account inquiries, Fidelity's customer service line is available around the clock at 800-343-3548, while the local center can be reached at 800-219-7019 during office hours.

This Investor Center serves as one of Fidelity's brick-and-mortar locations where clients can access personalized, in-person financial advice — a distinguishing feature in an industry that has increasingly moved online. The branch gives Rochester-area residents direct access to Fidelity's full suite of planning and investment tools without needing to rely solely on phone or digital channels.

The Investor Center sits in Pittsford Plaza, a shopping center at 3349 Monroe Avenue that has anchored the Pittsford community for over 40 years. The plaza is home to Wegmans, Barnes & Noble, and a mix of dining and retail tenants. Fidelity's suite is on the second floor at 2780 Monroe Ave, Suite 201 — a separate address within the plaza complex. Monroe Avenue is a major east-west corridor connecting the City of Rochester to its eastern suburbs, and the plaza is accessible by car with on-site parking. The surrounding Pittsford area is a well-established residential suburb with highly rated schools and a variety of local shops and restaurants.