Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Natalie D Slemp, CEPA®
3129 Tiger Run Court, Carlsbad, CA
92010, United States
Reviews
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- BHBen HJul 24, 20255.0I contacted Natalie with questions about ETFs, mutual funds, and other types of investments - she handled them with patience & useful knowledge. She also provided charts explaining the investing plan, and showed me a heatmap which explained well the changing positions of various sectors over the years, ranking by investment $$. I got the feeling she's at the top of her game, and your investments following her plan would do well. Impressive, knowledgeable, & articulate are the words that come to mind, listening to her traverse the breadth of her expertise, at times pivoting from 1 attribute to another to show commonality or connection. In short, phoning her would be a good call, pun unintended.
- JDJose DazaJun 25, 20255.0Natalie took care and answered all my questions concerning my finances. Very knowledgeable and trustworthy. Explains everything thoroughly. She also has started 2 of my kids on their IRA. Thank you, Natalie.
- APAlexi ParkerOct 14, 20245.0Super helpful in starting from 0 to help build some future wealth. Approachable and accessible!
- BBBrianAug 9, 20245.0I have had an absolutely fantastic experience with Natalie! She really took the time to understand my financial goals and crafted a personalized strategy that was both realistic and ambitious. I leave each meeting feeling more secure about my financial future. If you're looking for a financial advisor and you're reading this- give Natalie a call and you'll thank me for it!
Frequently Asked Questions About Edward Jones - Financial Advisor: Natalie D Slemp, CEPA®
Who is the financial advisor at this Edward Jones location?
The financial advisor is Natalie D Slemp, CEPA® at Edward Jones.
What are the main services provided by Natalie D Slemp at Edward Jones?
Services include Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
What financial specialties does Natalie D Slemp offer?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
Where is Edward Jones - Financial Advisor: Natalie D Slemp located?
The office is located at 3129 Tiger Run Court, Suite 112, Carlsbad, CA 92010, US.
Can I schedule an appointment on Saturdays?
Appointments on Saturdays are available by appointment only.
How can I contact Natalie D Slemp at Edward Jones?
You can contact her by phone at +1 760-727-1008 or email natalie.slemp@edwardjones.com.
Does Edward Jones - Financial Advisor: Natalie D Slemp have an online reservation system?
Yes, you can schedule an appointment through their online reservation page.
Are there any nearby mortgage brokers if I need home loan advice along with financial advising?
Yes, Alex Covarrubias - Equity Smart Home Loans and John F. Gillis - Your Lending Solution are nearby mortgage brokers.
What nearby places can I visit related to insurance services near this Edward Jones office?
Nearby insurance agencies include Brightway Insurance, The Crumbaker Agency, Farmers Insurance - JP Hayes, JP Hayes Insurance Agency, and Scott Lord - State Farm Insurance Agent.
Are there fitness or recreation venues close to Edward Jones - Financial Advisor: Natalie D Slemp?
Yes, nearby fitness and recreation places include Anywhere Gym Boot Camp, Gracie Barra Carlsbad, and Carlsbad Jiu Jitsu.