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: Javier K Bolante, CFP®|CRPS™
126 Clock Tower Place, Carmel, CA
93923, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Javier K Bolante, CFP®|CRPS™
What services does Edward Jones - Financial Advisor Javier K Bolante offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Javier K Bolante located?
The office is located at 126 Clock Tower Place, Suite 101, Carmel, CA 93923, USA.
What are the business hours for Edward Jones - Financial Advisor Javier K Bolante?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and closed on weekends.
How can I contact Javier K Bolante for an appointment?
You can contact via phone at +1 831-647-9861 or email javier.bolante@edwardjones.com. Appointments can also be scheduled online through their contact page.
Does Edward Jones - Financial Advisor Javier K Bolante have any online apps for client use?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms for clients to manage their investments.
What languages are spoken at Edward Jones - Financial Advisor Javier K Bolante?
The primary language spoken is English.
Who are some competitors to Edward Jones in this area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby financial services could complement my visit to Edward Jones?
Nearby financial services include Christina Herzig at Guaranteed Rate Affinity and Vanderbilt Certified Public Accountants, which could assist with mortgage or accounting needs.
Are there any popular nearby restaurants near Edward Jones where I could dine after my appointment?
Yes, you can visit La Dolce Vita Ristorante or Wrath Wines Tasting Room for a meal or wine tasting experience close by.
What nearby accommodations are available if I am visiting Edward Jones from out of town?
Nearby hotels include Colonial Terrace Inn, Carmel Coast Dream Properties, Carmel Wayfarer Inn, and La Playa Hotel for convenient lodging options.