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: Todd Bergstrom, CFP®|AAMS®
21710 Stevens Creek Blvd, Cupertino, CA
95014, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Todd Bergstrom offer?
We offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Todd Bergstrom located?
Our office is located at 21710 Stevens Creek Blvd, Suite 135, Cupertino, CA 95014, USA.
What are the business hours for Edward Jones - Financial Advisor: Todd Bergstrom?
We are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Todd Bergstrom?
You can reach us by phone at +1 408-973-0629 or via email at todd.bergstrom@edwardjones.com.
Can I schedule an appointment with Todd Bergstrom online?
Yes, appointments can be scheduled through our contact page at https://www.edwardjones.com/us-en/financial-advisor/todd-bergstrom/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Todd Bergstrom?
Our financial advisor services are available in English.
What nearby financial advisors are located near Edward Jones - Financial Advisor: Todd Bergstrom?
Nearby Edward Jones financial advisors include Sergio Rivera Vazquez and Susan M Bergstrom, both offering financial advising and services.
Are there any massage or wellness centers near Edward Jones - Financial Advisor: Todd Bergstrom?
Yes, More Mobility Massage and Spirit of Health are close by, offering massage therapy and wellness services you might visit before or after your appointment.
What dining options are near Edward Jones - Financial Advisor: Todd Bergstrom?
Nearby dining spots include The City Fish for seafood, Dumpling Time for Chinese cuisine, and Yummee Sandwiches for quick sandwiches.
How can nearby educational and health services complement a visit to Edward Jones?
Legend College Preparatory offers nearby educational resources, and clinics like Alex Wiant DC and Monta Vista Family Chiropractic provide health support, which might be useful in managing your work-life balance along with your financial planning.