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: Rosalyn Antonio, CFP®|ChFC®
20980 Redwood Rd, Castro Valley, CA
94546, United States
Hours
Reviews
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2
- MMMichael MeighanJun 5, 20235.0Rosalyn was great help today. My sister was close to being scammed over the weekend and we had to move some funds fast, Rosalyn made room in her busy schedule to help her set up a new account and advised her of options to consider to make her funds last through retirement…. I will defiantly consider using Rosalyn once I’m able transfer my retirement account. Sincerely Michael Meighan
- TWThomas WillAug 1, 20181.0DO NOT USE this places services. Shockingly untrustworthy. Not sure how they are still in business or how Rosalyn Antonio has a job in this industry. Will most likely file a report with the BBB over what goes on at this place. Outrageous.
- SWStephen WillJul 28, 20181.0Rosalyn Antonio is a con artist that preys on the elderly. Completely shocked at the lack of professionalism, ethics and outright lies I listened to as this scammer tried to con my mother. AVOID AVOID AVOID. I don’t know if she is licensed but if so her license should and soon will be revoked. To blatantly lie to senior citizens and tell them their accounts are out of compliance as an excuse to generate fees and pretend they are compeled to disclose all other assets to you to try and move them under your incompetent management is rediculous. Hell has a special place for those that prey on the retired elderly like Rosalyn does.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rosalyn Antonio, CFP®|ChFC®
What services does Edward Jones - Financial Advisor Rosalyn Antonio offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor Rosalyn Antonio?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays. Additionally, Saturdays are available by appointment only.
How can I schedule an appointment with Rosalyn Antonio at Edward Jones?
Appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/rosalyn-antonio/contact/ or by calling +1 510-886-3636.
Where is Edward Jones - Financial Advisor Rosalyn Antonio located?
The office is located at 20980 Redwood Rd, Suite 120, Castro Valley, CA 94546, United States.
Is there a way to access Edward Jones services through a mobile app?
Yes, Edward Jones has mobile apps available for Android and iOS devices to assist with investment management and account access.
How can I contact Rosalyn Antonio via email?
You can contact her at rosalyn.antonio@edwardjones.com for inquiries and appointments.
Does Edward Jones offer online resources for retirement planning?
Yes, they provide a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html
What nearby financial institutions can I visit when coming to Edward Jones - Financial Advisor Rosalyn Antonio?
Charles Schwab, a nearby bank and credit union, is located close by and could be useful for additional financial services.
Are there any nearby real estate agents or services available near Edward Jones for clients interested in property investments?
Yes, nearby real estate agents and services include Simone Jimenez, Century 21 Marquis; Century 21 Real Estate Alliance; and The Souza Team among others, providing comprehensive real estate support.
What community resources are near Edward Jones that customers might find useful when visiting?
Nearby resources include Mel's Play Place, a playground for families, and the UPS Access Point for mailing and package services, both of which might be convenient for clients visiting the area.