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: Bill Dugan, AAMS®
151 W Branch St, Arroyo Grande, CA
93420, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Bill Dugan, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Bill Dugan, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations tailored to individual client needs.
What are the working hours of Edward Jones - Financial Advisor: Bill Dugan, AAMS®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with Edward Jones - Financial Advisor: Bill Dugan?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/bill-dugan/contact/.
What languages are spoken at this Edward Jones location?
Services are offered in English.
What types of financial services are available at Edward Jones - Financial Advisor: Bill Dugan?
Services include financial advising, investment management, funds investment, and stock & bond brokerage.
How can I contact Edward Jones - Financial Advisor: Bill Dugan by phone or email?
You can call them at +1 805-489-1636 or email bill.dugan@edwardjones.com.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers apps for both Android and iOS devices available in their respective app stores.
What nearby real estate services are close to Edward Jones - Financial Advisor: Bill Dugan?
Nearby real estate services include Robasciotti, Wagner & O’Connor Real Estate, Prudential California Realty, Team Pinckert Real Estate Group, Robin K Foreman REALTOR, and Central Coast Realty Group.
Are there any dining options near Edward Jones - Financial Advisor: Bill Dugan?
Yes, nearby dining options include Palo Mesa Wood Fired, Luca’s Deli & Wine, and Sidewalk Cafe, offering Italian and American cuisine.
What wellness and health services are located near Edward Jones - Financial Advisor: Bill Dugan?
Nearby wellness and health services include Counseling into Wellness, Central Coast Chiropractic, and Runnerstrum Chiropractic & Nutrition.