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: Meagan D Curtis, CFP®
785 E Washington Blvd, Crescent City, CA
95531, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
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1 star
1
- MWMichelle WhiteSep 11, 20251.0I have had nothing but hassle with this office. I recently had to make an appointment with the irs over my trust account and the irs said that they never received my 1099r from edward jones so when I called Katie answered and backly called me a lie and that they couldn't resend them to the irs. I have had nothing but trouble with her since she realized who my sister was and is not very professional.
Frequently Asked Questions About Edward Jones - Financial Advisor: Meagan D Curtis, CFP®
What services does Edward Jones - Financial Advisor: Meagan D Curtis, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Meagan D Curtis, CFP® located?
The office is located at 785 E Washington Blvd, Suite 13, Crescent City, CA 95531, USA.
What are the business hours for Edward Jones - Financial Advisor: Meagan D Curtis, CFP®?
They are open Monday through Thursday from 9:00 AM to 4:00 PM, and on Friday from 9:00 AM to 1:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Meagan D Curtis, CFP®?
You can call them at +1 707-464-8760 or email at meagan.curtis@edwardjones.com.
Is it possible to schedule an appointment online with Meagan D Curtis at Edward Jones?
Yes, appointments can be scheduled through their contact page: https://www.edwardjones.com/us-en/financial-advisor/meagan-curtis/contact/
Does Edward Jones - Financial Advisor Meagan D Curtis provide resources to help with retirement planning?
Yes, they offer a Retirement Savings Calculator on their website to help clients prepare for their future.
Which nearby healthcare facilities are close to Edward Jones in Crescent City?
Nearby healthcare options include Crescent City Urgent Care Clinic: Sutter Health Affiliate, Sutter Coast Urgent Care, Sutter Coast Hospital, and Sutter Coast Community Clinic, providing convenient medical services close to the financial office.
Are there local mortgage or real estate services near Edward Jones - Financial Advisor Meagan D Curtis?
Yes, nearby mortgage and real estate services include Tara Anaya (mortgage broker), Guild Mortgage Company (mortgage lender), and Stremberg Realty (real estate agent), which can complement your financial planning needs.
What nearby retail or home improvement stores can clients visit near Edward Jones in Crescent City?
Clients can visit Ace Hardware and Crescent Ace Hardware nearby for home and garden products, and Crescent Ace Outdoor Power Equipment for outdoor gear and sporting goods.
Are there any local community or social service organizations near Edward Jones?
Yes, near Edward Jones you can find G H Outreach offering community and disability services, Summer Park Community as a community center for counseling and mental health, and Glen Haven Day Program providing day care and retirement home services.