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: Doug Williams
1730 Alpine Blvd, Alpine, CA
91901, United States
Hours
Reviews
3.7
3 reviews
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2
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1 star
1
- RVRika VLMar 1, 20225.0I recommend Doug Williams and his office manager Kristi Scherbaum very highly to anyone who needs financial advice and who wants to secure their family’s and their own future. Doug is highly experienced, extremely knowledgeable, and top-notch with his recommendations for investments. He is easy to talk to and very responsive to calls/questions you might have. He doubled some of my investments in only one year! Kristi also is top-notch. Very professional but also easily approachable, quick to respond to phone calls and emails, and truly caring. These are attributes I have equally found in Doug. I highly recommend Doug and Kristi at the Edward Jones branch in Alpine, CA to everyone who needs financial advise and who wants to invest in a safe future for their family and their own retirement. Rika (M.D.)
Frequently Asked Questions About Edward Jones - Financial Advisor: Doug Williams
What services does Edward Jones - Financial Advisor: Doug Williams offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Doug Williams?
The office is open Monday to Thursday from 9:00 AM to 4:30 PM, Friday from 9:00 AM to 3:00 PM, and is closed on Sundays and Saturdays except by appointment.
Can I schedule an appointment on Saturdays?
Yes, appointments on Saturdays are available by appointment only.
Where is Edward Jones - Financial Advisor: Doug Williams located?
The office is located at 1730 Alpine Blvd, Suite 107, Alpine, CA 91901, USA.
How can I contact Edward Jones - Financial Advisor: Doug Williams?
You can contact Doug Williams by phone at +1 619-445-1500 or by email at doug.williams@edwardjones.com.
Is there an app I can use to access Edward Jones services?
Yes, Edward Jones offers apps for both Android and iOS, available on Google Play and the App Store.
Are there any nearby places I can visit for food or coffee before or after my appointment?
Yes, nearby options include Off The 8 Cafe for breakfast and brunch, Cleveland Cafe for coffee and bakery goods, Manana's Mexican Food for Tex-Mex cuisine, and Steph's Donut Hole for donuts and smoothies.
What nearby services could complement a visit to Edward Jones?
Nearby services include Farmers Insurance - Robert Soto for auto insurance, H&R Block for financial services, and Keller Williams Realty for real estate needs.
Can I find places nearby Edward Jones for socializing or entertainment?
Yes, locations such as Alpine Social cocktail bar, Hello'2 pub, and Greek Village Grill offer social and dining opportunities near the office.
What makes Edward Jones - Financial Advisor: Doug Williams different from competitors like Merrill Lynch or Schwab?
Edward Jones focuses on personalized face-to-face investment advice tailored to individual client goals, differentiating itself in local, personal service compared to other firms like Merrill Lynch or Schwab.