Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Simon Knight, SE-AWMA®
3201 Danville Blvd, Alamo, CA
94507, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Simon Knight, SE-AWMA®
What services does Edward Jones - Financial Advisor: Simon Knight provide?
Edward Jones offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Simon Knight located?
The office is located at 3201 Danville Blvd, #162, Alamo, CA 94507, United States.
How can I schedule an appointment with Simon Knight at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/simon-knight/contact/.
What retirement and investment specialties does Edward Jones - Simon Knight offer?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Simon Knight via email or phone?
You can email simon.knight@edwardjones.com or call +1 925-718-7537 to reach Simon Knight.
Does Edward Jones - Simon Knight offer support in English?
Yes, services are provided in English.
Are there any nearby financial service providers to Edward Jones - Simon Knight?
Yes, nearby financial service providers include Journey Strategic Wealth, The Novo Agency, Waldron Partners, and Spectrum Wealth Partners.
What medical or wellness facilities are located near Edward Jones - Simon Knight?
Nearby medical and wellness facilities include Golden State Dermatology, Alamo MD MedSpa, Prem Tripathi, MD, and Bay Hills Plastic Surgery.
Are there any nearby mortgage brokers or real estate agents near Edward Jones in Alamo?
Yes, nearby mortgage brokers include CrossCountry Mortgage, Fif Ghobadian at OriginPoint, and Scott Murray - RPM Mortgage. Real estate agents like The Agency: Jill Fusari and Better Homes Realty are also close by.
Where can I learn more about IRAs as recommended by Edward Jones?
You can learn more about IRAs on the official Edward Jones site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.