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: Jamie Wolcott Peters
41067 Big Bear Blvd, Big Bear Lake, CA
92315, United States
Hours
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- KLKaren LavrouhinMar 19, 20145.0Jamie Wolcott is a rare combination of knowledge and compassion and I feel that every time I meet or speak with her. In the time we have invested with her and Edward Jones we have seen our portfolio grow and always finder her available to assist us in expanding our knowledge and resources so that we can make informed decisions. If you don't know where to start…start here with Jamie . She will patiently provide you with options to consider and assist you in implementing them.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jamie Wolcott Peters
What personalized investment services does Edward Jones - Financial Advisor: Jamie Wolcott Peters offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Jamie Wolcott Peters?
The office is open Monday through Thursday from 9:00 AM to 4:00 PM, and on Friday from 9:00 AM to 1:00 PM. It is closed on weekends.
How can I contact Jamie Wolcott Peters at Edward Jones?
You can contact Jamie Wolcott Peters by phone at +1 909-866-8422 or by email at jamie.wolcottpeters@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jamie Wolcott Peters located?
The office is located at 41067 Big Bear Blvd, Big Bear Lake, CA 92315, USA.
Does Edward Jones - Financial Advisor: Jamie Wolcott Peters use any mobile apps for client convenience?
Yes, they have mobile apps available on both Android and iOS platforms for client use.
Are there nearby cafes or places where I can relax before or after visiting Edward Jones?
Yes, nearby you can visit Big Bear Coffee Roasting Company, which is a cafe and smoothie juice bar, ideal for relaxing before or after your appointment.
What nearby accommodation options are available around Edward Jones in Big Bear Lake?
Nearby accommodations include Big Bear Spa Suites, Lindberg Suites, Castle Wood Cottages, and Big Bear Lakefront Cabins, offering various lodging options for visitors.
Can I explore any dining options in the vicinity of Edward Jones - Financial Advisor: Jamie Wolcott Peters?
Yes, nearby dining options include Big Bear Teppanyaki, Fuji Restaurant, Local (a restaurant and clothing/home goods store), and the Diamond Lils Saloon.
What types of financial services and products are available from this Edward Jones office?
They offer services such as stocks and bonds, investment management, and financial advising to help clients manage their investments effectively.
How can I schedule an appointment with Jamie Wolcott Peters at Edward Jones?
You can schedule an appointment by visiting their reservation page at https://www.edwardjones.com/us-en/financial-advisor/jamie-wolcottpeters/contact/.