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: Ken Casper, CFP®
555 First St, Benicia, CA
94510, United States
Hours
Reviews
3.5
2 reviews
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1 star0
- SCSarah ChoyApr 6, 20225.0Couldn't be happier with the service we received! We came on as new clients and Ken went above and beyond to transition us to Edward Jones. He is extremely knowledge and capable of thinking outside the box to meet the needs of client's circumstances. Our #1 goal was to purchase a home and he made the process so quick and seamless! He worked to find us an amazing rate and helped us though the process by communicating with the lender. We were up against a tight timeline and he was there to take every phone call and squeeze in last minute zoom meetings. We truly appreciate all the dedication and hard work he put into making the purchase of our home happen.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ken Casper, CFP®
What services does Edward Jones - Financial Advisor: Ken Casper, CFP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Ken Casper, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Ken Casper, CFP®?
You can call them at +1 707-745-8133 or email ken.casper@edwardjones.com.
Where is Edward Jones - Financial Advisor: Ken Casper, CFP® located?
Their office is located at 555 First St, Ste 104, Benicia, CA 94510, USA.
How can I book an appointment with Ken Casper at Edward Jones?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/ken-casper/contact/.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are spoken at Edward Jones - Financial Advisor: Ken Casper, CFP®?
Services are provided in English.
Are there other financial advisors near Edward Jones - Financial Advisor: Ken Casper, CFP®?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Ariel J Castillo and mortgage brokers like Lexi Nicks at Guaranteed Rate and Fairway Independent Mortgage Corporation.
What nearby services can complement my visit to Edward Jones for financial planning?
Nearby services include real estate agents like Realty World All Services, insurance providers such as Farmers Insurance - Pouria Inanlou, and wellness centers including Luminosity Skin Therapy and Wildflower Massage.
What local amenities can I visit near Edward Jones - Financial Advisor: Ken Casper, CFP®?
You can visit local spas such as All About Beauty Day Spa and Golden Reef, or explore shopping at Miguelena clothing store and Roberto's Fine Jewelry after your appointment.