Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Wulkan
What services does Edward Jones - Financial Advisor: Josh Wulkan provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Josh Wulkan?
The office is open Monday through Friday from 8:30 AM to 5:30 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Josh Wulkan located?
They are located at 1301 Solano Ave, Suite 201, Albany, CA 94706, USA.
How can I contact Edward Jones - Financial Advisor: Josh Wulkan?
You can reach them by phone at +1 510-237-3495 or email at josh.wulkan@edwardjones.com.
Does Edward Jones - Financial Advisor: Josh Wulkan offer online resources or apps for clients?
Yes, they offer mobile apps for both Android and iOS devices to assist with investment management and financial planning.
Can I schedule an appointment with Edward Jones - Financial Advisor: Josh Wulkan online?
Yes, appointments can be scheduled through their online reservation page at the Edward Jones website.
What languages does Edward Jones - Financial Advisor: Josh Wulkan support?
They provide services in English.
Are there other financial advisors nearby?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Joshua Wulkan and Edward Jones - Financial Advisor: Terry Kotsatos, CFP®, which may offer additional options for financial services.
What dining options are near Edward Jones - Financial Advisor: Josh Wulkan?
Nearby dining includes Kim's Cafe and Sandwiches, Lizzy's Cajun Cafe, Jodie's Restaurant, and A Taste of Ethiopia, offering a variety of cuisines for clients to enjoy before or after their appointment.
What other services or amenities can be found near Edward Jones - Financial Advisor: Josh Wulkan?
Nearby amenities include health services like I Song Orthodontics and Ellen M. Pacleb, DDS, shopping at Plaza Tennis & Sports and One Hour Martinizing, as well as community resources like Albany Arts Gallery and El Cerrito Toastmasters, which clients might find useful during their visit to the area.