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: Teddy Squilanti
940 S Coast Dr, Costa Mesa, CA
92626, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Teddy Squilanti
What services does Edward Jones - Financial Advisor: Teddy Squilanti offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Teddy Squilanti?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, they operate by appointment only.
How can I schedule an appointment with Teddy Squilanti?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/teddy-squilanti/contact/.
Where is Edward Jones - Financial Advisor: Teddy Squilanti located?
The office is located at 940 S Coast Dr, Suite 250, Costa Mesa, CA 92626, USA.
What languages are spoken at Edward Jones - Financial Advisor: Teddy Squilanti?
The primary language spoken is English.
How can I contact Edward Jones - Financial Advisor: Teddy Squilanti by phone or email?
You can call them at +1 657-669-0824 or the alternate phone at +1 714-540-1221. Email inquiries can be sent to teddy.squilanti@edwardjones.com.
Are there nearby places of interest I can visit before or after my appointment?
Yes, nearby you can visit Karl Strauss Brewery and Restaurants or Karl Strauss Brewing Company for American cuisine and drinks, and enjoy the Newport Beach Boardwalk for a scenic beach walk or hotel stay.
Are there nearby financial or real estate services that complement Edward Jones offerings?
Yes, Realty Corner, StoneKimbro, Proone Holdings, Inc. offer real estate services nearby. For mortgage and lending needs, you can visit Jumbo Lending, Banc Home Loans, or Beatriz A. Camacho - PrimeLending - Home Loans.
How can nearby employment agencies assist clients of Edward Jones?
Employment agencies like Adecco - Orange County, CA, Adecco Staffing, and Ultimate Staffing Services can provide professional staffing and retirement home services that may complement financial planning needs.
Does Edward Jones - Financial Advisor: Teddy Squilanti offer any online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.