Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®
5.03 reviews
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: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®
2485 Salvio Street, Concord, CA
94520, United States
Hours
Reviews
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- LPLilia PrietoJul 24, 20255.0Umberto and Patty are the best. Very friendly, helpful, and go above and beyond for me sometimes. I have had my accounts with them for nearly a decade now. Would highly recommend this office.
- JAJoppe AguirreApr 21, 20175.0Umberto does a great job! He calls every few months to make sure I'm taken care of and address any concerns or needs. Definitely recommend working with this place.
Frequently Asked Questions About Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®
What are the typical operating hours for Edward Jones - Financial Advisor: Umberto Leone?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Umberto Leone?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/umberto-leone/contact/.
What financial services does Edward Jones provide through Umberto Leone?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and investment advisory.
Where is Edward Jones - Financial Advisor Umberto Leone located?
The office is located at 2485 Salvio Street, Concord, CA 94520, USA.
What languages are spoken at the Edward Jones Concord office?
English is the primary language spoken at the Edward Jones Concord office.
Is there a mobile app to access Edward Jones investment services?
Yes, Edward Jones offers mobile apps for both Android and iOS. You can find them on the Google Play Store and the Apple App Store respectively.
Can you tell me about nearby services if I visit Edward Jones in Concord?
Near Edward Jones, there are various services such as Hand in Hand For Progress (senior citizen services), O'Sullivan & Associates (accounting and mortgage brokerage), and Issad Income Tax & Accounting. These can be helpful if you need additional financial or senior services while in the area.
What nearby veterinary services are available near Edward Jones in Concord?
Nearby veterinary services include ABC Vet Hospital and ABC Veterinary Hospital, providing pet care and medical services for animals.
Are there any recreational or dining options near Edward Jones' office?
Yes, near Edward Jones, you can visit Boatwright Sports Complex for sports activities and The Union Grill and Pub at The Union Bluff Hotel for dining and drinks.
How does Edward Jones ensure client privacy and data security?
Edward Jones is committed to protecting your data. For detailed information about how they use and safeguard your information, please visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.