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
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Edward Jones - Financial Advisor: David P Cougevan
Makes learning about your 401K fun. Knowledgeable, helpful and even stayed late so I could meet about my investments after work. Great customer service. Highly recommend.
SS
Stewart Savage
Nov 8, 2024
5.0
Excellent person to work with. Highest recommendation.
Frequently Asked Questions About Edward Jones - Financial Advisor: David P Cougevan
What types of investment services does Edward Jones - Financial Advisor: David P Cougevan provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: David P Cougevan in Davis, CA?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: David P Cougevan located?
The office is located at 1105 Kennedy Pl, Suite 4, Davis, CA 95616, USA.
How can I contact Edward Jones - Financial Advisor: David P Cougevan?
You can reach them by phone at +1 530-456-7923 or by email at david.cougevan@edwardjones.com.
Does Edward Jones - Financial Advisor: David P Cougevan offer online appointment reservations?
Yes, you can schedule an appointment via their contact page: https://www.edwardjones.com/us-en/financial-advisor/david-cougevan/contact/
What languages are supported at Edward Jones - Financial Advisor: David P Cougevan?
Their services are provided in English.
Are there any convenient financial service centers near Edward Jones - Financial Advisor: David P Cougevan?
Yes, nearby financial service centers include Carbahal & Company (accountant and trusts), and Envoy Mortgage Davis (mortgage lender and broker), which can complement your financial planning needs.
What nearby wellness and relaxation options are available near Edward Jones - Financial Advisor: David P Cougevan?
After your financial consultation, you can visit nearby places like Spa Central and Glow Ayurveda & Skincare for massage and skincare services to unwind.
Can I combine a visit to Edward Jones with errands or personal care in the area?
Certainly! Nearby you can find beauty salons like Exclusives and Hair By Nancy Jo, as well as dental services like Twin Pines Dental, allowing you to handle multiple appointments conveniently.
What should I know about Edward Jones - Financial Advisor: David P Cougevan’s company background?
Edward Jones was established in 1922 and provides a wide range of financial advisory and investment management services to clients.