Edward Jones - Financial Advisor: Alex Schams

5.0
1 review

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
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  • AC
    ANB Lifestyle Co.
    May 11, 2017
    5.0
    It 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.