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: Nick Peterson, CRPS™
949 South Coast Dr, Costa Mesa, CA
92626, United States
Hours
Reviews
5.0
1 reviews
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1 star0
- JBJessica BassOct 6, 20175.0Nick is a great financial adviser! He goes above and beyond for EVERY client. The atmosphere is professional and relaxed at the same time. I highly recommend seeing Nick Peterson for your financial needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nick Peterson, CRPS™
What services does Edward Jones - Financial Advisor: Nick Peterson, CRPS™ offer?
They provide personalized investment services including retirement planning, education savings, stocks and bonds management, investment management, and financial advising.
What are the business hours for Edward Jones - Financial Advisor: Nick Peterson, CRPS™?
The office is open Monday to Friday from 7:30 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Nick Peterson, CRPS™ located?
They are located at 949 South Coast Dr, Suite 475, Costa Mesa, CA 92626, USA.
How can I contact Edward Jones - Financial Advisor: Nick Peterson, CRPS™?
You can call them at +1 714-486-1849 or email nick.peterson@edwardjones.com.
Is there an online way to schedule a consultation with Nick Peterson at Edward Jones?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/nick-peterson/contact/.
What languages does Edward Jones - Financial Advisor: Nick Peterson, CRPS™ support?
They provide services in English.
How can customers prepare for retirement using Edward Jones' tools?
They offer a retirement savings calculator to help you see if you're retirement ready at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What financial services are available near Edward Jones - Financial Advisor: Nick Peterson, CRPS™?
Nearby you can find various financial services including BrioWealth, MN Capital, Sterling Financial, and Banc of California, which offer a range of services from insurance to mortgage and banking, providing additional options for financial assistance.
Are there dining options near Edward Jones - Financial Advisor: Nick Peterson, CRPS™?
Yes, you can visit nearby Finbars Italian Kitchen for Italian cuisine or enjoy a sweet treat at Cold Stone Creamery ice cream shop.
What nearby places can visitors check out before or after their appointment at Edward Jones?
Visitors can explore nearby places like The Rinker Co. for real estate services, Color Me Mine for arts and crafts activities, or Geos English Academy for language learning opportunities.