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.
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Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey Bell, CFP®|CPWA®|AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Jeffrey Bell offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jeffrey Bell located?
The office is located at 5201 California Ave, Ste 340, Bakersfield, CA 93309, USA.
How can I contact Jeffrey Bell, the financial advisor at Edward Jones?
You can contact Jeffrey Bell by calling +1 661-322-2033 or emailing jeffrey.bell@edwardjones.com.
Can I schedule a consultation with Jeffrey Bell online?
Yes, you can schedule a consultation online via the Edward Jones contact page for Jeffrey Bell.
What financial products and services are offered by Edward Jones in Bakersfield?
Edward Jones offers services such as financial advising, investment management, stocks & bonds brokerage, and funds investment.
Which languages are supported at Edward Jones - Financial Advisor: Jeffrey Bell?
The office provides services in English.
What nearby financial service providers can complement services from Edward Jones?
Nearby financial services include Middlebrook & Associates and Eric Fuller - Tri Counties Bank, Mortgage, which can support broader financial planning and mortgage needs.
Which nearby insurance agencies could I consider while visiting Edward Jones in Bakersfield?
Nearby insurance agencies include Elizabeth Cardenas - State Farm Insurance Agent and State Farm Insurance, which can complement your financial planning and insurance coverage.
Are there any real estate agents near Edward Jones that clients might consult?
Yes, clients can consult Lockhart Realty Group and Real Property Management Bakersfield, which are nearby real estate agents.
What should I do to prepare for retirement using resources from Edward Jones?
You can try the Edward Jones Retirement Savings Calculator available online to help plan and prepare for your retirement goals.