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: David T Green
2101 Forest Ave, Chico, CA
95928, United States
Hours
Reviews
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- TCTara CampbellJun 27, 20225.0Professional, reliable, friendly David made it easy to set up both retirement and trust accounts. He listened and adapted to my goals (which were different between the two accounts), and his staff has also been very helpful and friendly.
- HNHeather NyhofJun 9, 20215.0About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized it's not fun. I needed someone to take over this account... but I didn't know anyone and I didn't trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, he's not pushy, and you can just tell he's a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.
Frequently Asked Questions About Edward Jones - Financial Advisor: David T Green
What services does Edward Jones - Financial Advisor: David T Green offer?
Edward Jones - Financial Advisor: David T Green offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, investment management, and stock & bond brokerage.
What are the regular business hours for Edward Jones - Financial Advisor: David T Green?
The office is open Monday through Friday from 8:00 AM to 5:00 PM. It is closed on Saturdays and Sundays, except by appointment only.
How can I schedule an appointment or contact Edward Jones - Financial Advisor: David T Green?
You can schedule an appointment or get in touch by calling +1 530-994-9278, emailing david.t.green@edwardjones.com, or visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/david-t-green/contact/.
Where is Edward Jones - Financial Advisor: David T Green located?
The office is located at 2101 Forest Ave, Ste 120, Chico, CA 95928, United States.
What languages are spoken at this Edward Jones office?
English is the language spoken at Edward Jones - Financial Advisor: David T Green office.
Are there any apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms: the Android app is available at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and the iOS app at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What nearby businesses can I visit after my appointment at Edward Jones - Financial Advisor: David T Green?
After visiting Edward Jones, you can check out Everlasting Beauty, a beauty and spa service, or Aaron Brothers Art & Framing for art supplies and framing. Additionally, you might visit Chico Vision Care Optometry for eye care services or Spa Pierman for spa and massage therapy.
Are there nearby financial and insurance services close to Edward Jones - Financial Advisor: David T Green?
Yes, nearby financial and insurance services include Covenant Mortgage, Farmers Insurance - Jerry Vestesen, Caliber Home Loans, and Bret Runolfson: Allstate Insurance.
How can nearby businesses help me during my visit to Edward Jones?
Nearby businesses such as Upside Real Estate and Jeffrey G. Vesely An Accountancy Corporation can complement your financial planning needs. Additionally, legal consultations at Eric Ortner Attorney at Law or chiropractic services at Lopes Chiropractic might be convenient to access in the same area.
Does Edward Jones - Financial Advisor: David T Green provide any online tools to help prepare for retirement?
Yes, Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients plan for their retirement.