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: Matt Leonard, CFP®
2121 Palomar Airport Rd, Carlsbad, CA
92011, United States
Reviews
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- PPPapa Bear PMar 9, 20204.0Go see, or talk to matt and allison at Edward Jones.[ These two people, are the best working team ever! Very professional business partners.
- RRRich Farmer Team KRC RealtyAug 15, 20195.0Very detailed and in tuned with market conditions. Highly recommended!
- SGSam GoodwinJan 6, 20145.0Matt is a great person to work with. He is knowledgeable with all types of financial products and services. Matt is not your average stock broker and he can do more than buy and sell stocks. I highly recommend Matt to anyone seeking sound financial advice.
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Leonard, CFP®
What services does Edward Jones - Financial Advisor: Matt Leonard, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
How can I contact Edward Jones - Financial Advisor: Matt Leonard, CFP®?
You can call them at +1 760-438-1037 or email matt.leonard@edwardjones.com.
Where is Edward Jones - Financial Advisor: Matt Leonard, CFP® located?
They are located at 2121 Palomar Airport Rd, Suite 100, Carlsbad, CA 92011, USA.
Is Edward Jones - Financial Advisor: Matt Leonard, CFP® currently open?
Yes, this location is currently open.
Where can I book an appointment with Matt Leonard, the financial advisor?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-leonard/contact/.
Are there any helpful tools provided by Edward Jones for retirement planning?
Yes, they offer an online retirement savings calculator to help you prepare for your future.
What languages does Edward Jones - Financial Advisor: Matt Leonard, CFP® support?
They provide services primarily in English.
What other financial advising services are located near Edward Jones - Financial Advisor: Matt Leonard, CFP®?
Nearby financial advising services include Vistica Wealth Advisors, Aaron Chamberlin, Gregg W. Whelan, and Pacific Financial Designs.
Are there other financial service providers close to Edward Jones in Carlsbad?
Yes, nearby financial service providers include IPX1031, Coast to Coast Wealth Management - Ameriprise Financial Services, and several Ameriprise Financial Services offices like those of Jose Vicente Jr and John Manseau.
What nearby offices or businesses might I visit before or after meeting with Edward Jones?
You might visit nearby places like Carlsbad Executive Plaza Suites, SAP, or Ultimate Staffing, which are corporate offices close by, or check out community organizations such as Kathy's Legacy Foundation.