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: Vincent T Alessi, AAMS®|CRPC™
5962 La Place Ct, Carlsbad, CA
92008, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Vincent T Alessi, AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Vincent T Alessi provide?
Edward Jones - Financial Advisor: Vincent T Alessi provides personalized financial advisory services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds brokerage, investment management, and face-to-face consultations tailored to clients' goals.
What are the office hours for Edward Jones - Financial Advisor: Vincent T Alessi?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Vincent T Alessi located?
The office is located at 5962 La Place Ct, Suite #160, Carlsbad, CA 92008, United States.
How can I contact Edward Jones - Financial Advisor: Vincent T Alessi?
You can contact the office by phone at +1 760-729-8300 or via email at vincent.alessi@edwardjones.com.
Does Edward Jones - Financial Advisor: Vincent T Alessi have an online appointment booking option?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/vincent-alessi/contact/.
Are there nearby financial services to Edward Jones - Financial Advisor: Vincent T Alessi?
Yes, nearby financial services include Edward Jones - Financial Advisor: Andrew W Scheffer, Actionable Insights, sureti, Pacific Western Bank, and OneMain Financial, which can provide additional financial and investment support in the area.
What nearby legal services can customers access near Edward Jones - Financial Advisor: Vincent T Alessi?
Nearby legal service providers include Matthew & Julia Kaemerle and Legacy Legal, specializing in family law, wills, trusts, and probate, which might be useful for clients needing related legal advice.
Are there places to grab food or coffee near Edward Jones - Financial Advisor: Vincent T Alessi?
Yes, Campus Cafe and La Place Deli are nearby spots where clients can enjoy coffee, deli options, or light meals before or after meetings.
What mobile apps are available to access Edward Jones services?
Edward Jones offers mobile apps for both Android and iOS platforms, available at https://play.google.com/store/apps/details?id=app.edwardjones.mobile for Android and https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818 for iOS.
How long has Edward Jones been established as a financial service provider?
Edward Jones has been established since 1922, offering a long history of financial advisory and investment services.