Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Susan M Bergstrom
21710 Stevens Creek Blvd, Cupertino, CA
95014, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Susan M Bergstrom
What services does Edward Jones - Financial Advisor: Susan M Bergstrom offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Susan M Bergstrom located?
The office is located at 21710 Stevens Creek Blvd, Suite 135, Cupertino, CA 95014, US.
How can I schedule an appointment with Susan M Bergstrom?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/susan-bergstrom/contact/.
What are some of the specialties offered by Susan M Bergstrom at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
What languages does Edward Jones - Financial Advisor: Susan M Bergstrom speak?
They speak English.
Are there any nearby financial advisors or investment services around Edward Jones - Financial Advisor: Susan M Bergstrom?
Yes, Edward Jones - Financial Advisor: Sergio Rivera Vazquez is located nearby offering similar financial advising and services, useful for comparison or additional support.
What other professional services are available near Edward Jones at 21710 Stevens Creek Blvd?
Nearby you can find services such as chiropractic care at Alex Wiant DC and Monta Vista Family Chiropractic, IT repair at Mirapath, and insurance agencies like An Dang: Allstate Insurance and 致富理財 IF Direct LLC.
Where can I find food options near Edward Jones - Financial Advisor: Susan M Bergstrom?
Nearby dining options include The City Fish (seafood), Gumbas (pizza restaurant), Subway (sandwich shop), Sushirrito (Japanese restaurant), and Yummee Sandwiches.
How can I contact Edward Jones - Financial Advisor: Susan M Bergstrom via email or phone?
You can contact them by phone at +1 408-973-0629 or via email at susan.bergstrom@edwardjones.com.
Does Edward Jones - Financial Advisor: Susan M Bergstrom offer any mobile apps for easier access?
Yes, they have mobile apps available for both Android and iOS devices to support your financial needs on the go.