Business Details
About
Investment Service
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
Location
Edward Jones - Financial Advisor: Harvey Ivory, CFP®
120 Vantis Dr, Aliso Viejo, CA
92656, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Harvey Ivory, CFP®
Who is the financial advisor at Edward Jones located at 120 Vantis Dr, Suite 160, Aliso Viejo, CA?
Harvey Ivory, CFP® is the financial advisor at Edward Jones located at 120 Vantis Dr, Suite 160, Aliso Viejo, CA.
What types of financial services does Edward Jones - Financial Advisor: Harvey Ivory offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
How can I contact Edward Jones - Financial Advisor: Harvey Ivory for a consultation?
You can call the local phone number +1 949-367-6605, email harvey.ivory@edwardjones.com, or schedule an appointment on their contact page at https://www.edwardjones.com/us-en/financial-advisor/harvey-ivory/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Harvey Ivory?
The advisor speaks English.
Is Edward Jones - Financial Advisor: Harvey Ivory currently open?
Yes, the office is currently open.
Where can I download the Edward Jones mobile app?
The Edward Jones app is available for download on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What nearby schools could be of interest to clients visiting Edward Jones in Aliso Viejo?
Fusion Academy Aliso Viejo is a private school located near Edward Jones' office, which may be of interest to clients with educational planning needs.
Are there other financial service providers near Edward Jones in Aliso Viejo?
Yes, nearby financial service providers include Accelerate Retirement, Claraphi, Alliance Portfolio, Geneva Financial Home Loans, Promise Home Loans, Your Financial Genie, and Advantis Advisors.
Which nearby offices might be useful for legal or counseling services when visiting Edward Jones?
Nearby legal and counseling services include Garg & Associates, P.C., Law Offices of Julie A. Flanagan, Michelle A Reinglass, Vantis Law Firm, The Law Offices of Steven Zwick, and Nugent Family Counseling.
What useful financial tools does Edward Jones provide online to help with retirement planning?
Edward Jones offers a Retirement Savings Calculator to help clients assess their retirement readiness, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html