Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Eduardo Munoz Perez
126 Clock Tower Place, Carmel, CA
93923, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Eduardo Munoz Perez
What services does Edward Jones - Financial Advisor: Eduardo Munoz Perez offer?
This Edward Jones office provides financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Eduardo Munoz Perez?
You can schedule an appointment online through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/eduardo-munoz/contact/.
What are the specialties of Eduardo Munoz Perez at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at the Edward Jones office in Carmel?
English is the primary language spoken at this Edward Jones location.
Where is the Edward Jones office with Eduardo Munoz Perez located?
It is located at 126 Clock Tower Place, Suite 101, Carmel, CA 93923, USA.
How can I contact Eduardo Munoz Perez at Edward Jones?
You can call +1 831-625-5299 or email eduardo.munoz@edwardjones.com to reach him.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available for Android and iOS devices.
What nearby real estate services are available around Edward Jones in Carmel?
Nearby real estate agents include Anita Madison, Michael Kimmel Real Estate, Heidi Linkenbach Short, and Coldwell Banker Realty, which can assist clients looking to integrate financial planning with property investments.
Are there hospitality options near Edward Jones for visiting clients?
Yes, nearby hotels such as Colonial Terrace Inn, La Playa Hotel, and Carmel Wayfarer Inn offer convenient accommodations for clients visiting the area.
What local dining options can clients visit near Edward Jones' Carmel office?
Clients can enjoy restaurants like La Dolce Vita Ristorante, Catch (known for seafood and pizza), and Wrath Wines Tasting Room nearby before or after their financial appointments.