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: Josh Sun, CFP®|CEPA®
13920 City Center Dr, Chino Hills, CA
91709, United States
Hours
Reviews
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- PJPeter R. JosephNov 16, 20205.0Don’t hesitate to consult with Josh Sun. I would highly recommend him. He is not ‘salesy’ and has an expertise and appreciation for finances. He puts things into perspective and wants what is best for your future. It’s an honor to send my clients his way.
- HRHolly RatzlaffNov 12, 20205.0My husband and I had never met with a financial advisor before. Josh Sun made the process easy, simplified his recommendations for us and educated us on why it is so important to plan not only for retirement but life along the way. We appreciated Josh's "no pressure" approach (we hate feeling like we are being sold something) and feel organized and confident that we are on the right path. Do not hesitate to meet with Josh Sun!
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Sun, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Josh Sun offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Josh Sun located?
Their office is at 13920 City Center Dr, Ste 220, Chino Hills, CA 91709, United States.
What are the office hours for Joshua Sun's Edward Jones financial advisory?
They are open Monday to Thursday from 9:00 AM to 4:30 PM, Friday from 9:00 AM to 4:00 PM, and are closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Josh Sun?
You can call the main phone at +1 909-479-5218 or the alternate phone at +1 909-597-9619. You may also email josh.sun@edwardjones.com.
Does Edward Jones - Financial Advisor: Josh Sun have an online presence?
Yes, they have a website, a LinkedIn profile, and a Facebook page. The website is https://www.edwardjones.com/us-en/financial-advisor/josh-sun, LinkedIn profile at https://www.linkedin.com/in/josh-sun-cfp®-cepa®-620881b4, and Facebook at https://www.facebook.com/322769035153571.
Are there any nearby shopping centers close to Edward Jones - Financial Advisor: Josh Sun?
Yes, The Shoppes At Chino Hills shopping center is nearby, offering a variety of retail and dining options for clients before or after their appointments.
What restaurants are near the Edward Jones office in Chino Hills?
Nearby restaurants include RA Sushi Bar Restaurant, known for Asian fusion cuisine, and Wetzel's Pretzels offering quick snacks. These are convenient options for clients visiting the area.
Are there any health-related services close to Edward Jones - Financial Advisor: Josh Sun?
Yes, several nearby health services include People's Care Health Systems, Peoplescare In-Home Care, and SÁINT SAVANT Medical Aesthetics offering medical spa and wellness programs.
How can clients schedule an appointment with Josh Sun at Edward Jones?
Clients can schedule appointments by visiting the Edward Jones contact page for Josh Sun at https://www.edwardjones.com/us-en/financial-advisor/josh-sun/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS devices, available at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098 respectively.