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: Lisa D Ferrante, AAMS®
201 Sand Creek Road, Brentwood, CA
94513, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa D Ferrante, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Lisa D Ferrante provide?
Lisa D Ferrante offers 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: Lisa D Ferrante?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, it is open by appointment only.
How can I schedule an appointment with Lisa D Ferrante?
You can schedule an appointment by visiting the contact page on their website at https://www.edwardjones.com/us-en/financial-advisor/lisa-ferrante/contact/ and requesting a consultation.
What languages are spoken at Edward Jones - Financial Advisor: Lisa D Ferrante?
English is the primary language spoken at this office.
Where is Edward Jones - Financial Advisor: Lisa D Ferrante located?
The office is located at 201 Sand Creek Road, Unit D, Brentwood, CA 94513, USA.
What are some financial services competitors near Edward Jones - Financial Advisor: Lisa D Ferrante?
Nearby financial service competitors include Edward Jones offices of William C Martinek, Sam S Parwiz, and Jennifer C Hamilton, as well as firms like Merrill Lynch and Wells Fargo Advisors.
Are there any mortgage lenders near Edward Jones - Financial Advisor: Lisa D Ferrante?
Yes, nearby mortgage lenders include Guild Mortgage - Michelle Paxton, loanDepot, and New American Funding - Nate Nelson which could assist clients interested in home financing.
Can I visit any nearby insurance agencies when visiting Edward Jones?
Yes, nearby insurance agencies include Liberty Mutual Insurance, Jason Richardson (Liberty Mutual Insurance Agent), EJ Paje Insurance Agency LLC, and Farmers Insurance - EJ Paje and Emmanuel Paje, offering a range of insurance services for your convenience.
What is the best way to contact Lisa D Ferrante via email or phone?
You can email Lisa D Ferrante at lisa.ferrante@edwardjones.com or call her office directly at +1 925-516-1821.
Does Edward Jones offer any online tools for retirement planning?
Yes, Edward Jones features a retirement savings calculator available online to help clients prepare financially for their future.