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: Peter A Susic, CFP®|CFA®
2888 Loker Avenue East, Carlsbad, CA
92010, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA®
What services does Edward Jones - Financial Advisor: Peter A Susic offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds management, and financial advising tailored to your individual goals.
What are the regular business hours for Edward Jones - Financial Advisor: Peter A Susic?
The office is open Monday through Friday from 8:00 AM to 5:00 PM. It is closed on Saturdays and Sundays, though Saturday appointments are available by appointment only.
Can I schedule an appointment online with Peter A Susic?
Yes, you can schedule an appointment online through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/peter-susic/contact/.
Where is Edward Jones - Financial Advisor: Peter A Susic located?
The office is located at 2888 Loker Avenue East, Suite 304, Carlsbad, CA 92010, USA.
How can I contact Peter A Susic for financial advice?
You can reach Peter A Susic by phone at +1 760-477-7530 or by email at peter.susic@edwardjones.com.
Does Edward Jones offer resources to help plan for retirement?
Yes, Edward Jones provides a retirement savings calculator available online to help you assess your retirement readiness.
Are there any real estate agents nearby that might be useful when discussing investment properties?
Nearby real estate agents such as Ed Barker, Realtor - Allison James Estates & Homes, Frank Zilko Realty at Allison James, and Sue Pruett, Realtor, can assist with property investments and complement your financial planning.
Where can I find additional financial services or notary public services near the Edward Jones office?
All Wrapped Up Notary offers notary and financial services nearby, and Candice Gerlach CPA provides accounting and financial services close to the office.
Are there insurance agencies near Edward Jones that I can visit for health or financial insurance?
AE Health Insurance Options and California HealthQuote Insurance Services are nearby insurance agencies that can assist with health and financial insurance needs.
What languages are supported at Edward Jones - Financial Advisor: Peter A Susic?
Services are provided in English.