Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Sean Smith, CEPA®|AAMS®
32834 Pacific Coast Highway, Dana Point, CA
92629, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Sean Smith, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor Sean Smith offer?
Sean Smith provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor Sean Smith located?
The office is at 32834 Pacific Coast Highway, #107, Dana Point, CA 92629, USA.
How can I schedule an appointment with Sean Smith?
You can schedule an appointment through the Edward Jones contact page at https://www.edwardjones.com/us-en/financial-advisor/sean-smith/contact/.
What are some specialties of Sean Smith at Edward Jones?
Sean Smith specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
Which languages are supported at Sean Smith's Edward Jones office?
The office provides services in English.
Is Edward Jones - Financial Advisor Sean Smith currently open for clients?
Yes, the business is open and not closed.
Are there any nearby dining options around Edward Jones - Financial Advisor Sean Smith?
Yes, Salt Creek Grille OC, an American restaurant and bar, is nearby for dining before or after your visit.
What nearby services can clients access that complement financial planning?
Nearby services include OC Happy Tails Dog Grooming for pet care and Quest Diagnostics for medical testing, useful if you’re managing multiple personal needs.
Are there nearby real estate agents near Edward Jones - Financial Advisor Sean Smith?
Yes, multiple real estate agents like The Green Group, Harcourts Prime Properties, and Cynthia Montinola luxury real estate are nearby, helpful if you’re considering property investment.
How can I learn more about IRAs through Edward Jones?
You can learn more about IRAs on Edward Jones’s official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.