Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Alex Schams
241 S Ocean Avenue, Cayucos, CA
93430, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- ACANB Lifestyle Co.May 11, 20175.0It was a pleasure coming in and meeting Alex! Extremely professional and about as "Minnesota Nice" as they come. I had no prior knowledge on investing or where to even start.. He did a phenomenal job helping me establish my financial goals and then proceeded to give me a few different options on where to go from there. Highly recommend - looking forward to what the future has in store!
Frequently Asked Questions About Edward Jones - Financial Advisor: Alex Schams
What services does Edward Jones - Financial Advisor: Alex Schams offer?
Edward Jones - Financial Advisor: Alex Schams offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of this financial advisor?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
Where is Edward Jones - Financial Advisor: Alex Schams located?
The office is located at 241 S Ocean Avenue, Cayucos, CA 93430, USA.
What are the office hours for this Edward Jones financial advisor?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Alex Schams by phone or email?
You can reach Alex Schams at +1 805-694-0260 or email alex.schams@edwardjones.com.
Is it possible to schedule an appointment online?
Yes, you can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/alex-schams/contact/.
What languages are spoken at this Edward Jones office?
English is spoken at this office.
Are there any nearby lodging options for visitors?
Yes, nearby lodging options include Cypress Tree Motel, Cayucos Sunset Inn, Beach Inn Cayucos, Cayucos Beach Inn, Sea Gull Motel, and The Pacific Motel.
What nearby places can I visit for relaxation or wellness after my appointment?
After your appointment, you can visit nearby spas such as Illuminate Spa & Boutique and Cayucos By The Sea Spa for relaxation and wellness treatments.
Where can I find places to eat near Edward Jones - Financial Advisor: Alex Schams?
Nearby dining options include Sea Shanty (seafood and American cuisine) and Martin's Restaurant (Mexican and Italian).