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: Katie L Gilbeau
9075 Elk Grove Blvd, Elk Grove, CA
95624, United States
Hours
Reviews
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- RJRonnie JetsonMar 11, 20255.0Katie is a woman of high caliper, she is engaging, she takes time with her investors to make sure they understand each strategy and intended outcome, and she has delivered on everything, and more!
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie L Gilbeau
What financial services does Edward Jones - Financial Advisor: Katie L Gilbeau offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Katie L Gilbeau located?
The office is located at 9075 Elk Grove Blvd, Suite 140, Elk Grove, CA 95624, USA.
What are the business hours for Edward Jones - Financial Advisor: Katie L Gilbeau?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Katie L Gilbeau?
You can call at +1 916-685-1027 or email katie.gilbeau@edwardjones.com for inquiries.
How can I schedule an appointment with Katie L Gilbeau at Edward Jones?
Appointments can be scheduled through their contact page: https://www.edwardjones.com/us-en/financial-advisor/katie-gilbeau/contact/
Are there apps available to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on Google Play and the Apple App Store to help you manage investments on the go.
What nearby dining options are available around Edward Jones in Elk Grove?
Nearby dining options include Happy Garden Chinese Restaurant, Mountain Mike's Pizza, Prost Beer Hall (German restaurant and bar), Lola's Lounge (Latin American restaurant and bar), and Starbucks coffee shop.
Are there any local salons or spas near Edward Jones in Elk Grove where I can relax after a meeting?
Yes, several salons and spas are nearby, including Uvglamorous hair salon, Hair and Nails By Dawn nail salon, Comfort and Smooth Beauty spa for waxing and hair removal, Classy Cassie's Nails & Aesthetics, UVO Beauty salon, Old Town Salon and Spa, and All About You Salon and Spa.
What community services or cultural spots are close to Edward Jones in Elk Grove?
You can visit Hope For Healthy Families Counseling Center, Moments 2 Success theatre, and the historical landmark Old Town Elk Grove Foundation, all nearby the Edward Jones office.
What are some professional services near Edward Jones that might complement financial planning?
Nearby professional services include VDR Tax Services for real estate and trusts, Pacem Tempestate Law for legal services specializing in family law, Grove Architects & Construction, and Cava & Faulkner offering wills, trusts, probate, and accounting services.