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: Kelly J Shultz
9290 W Stockton Blvd, Elk Grove, CA
95758, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- TWToby WyattSep 3, 20255.0Kelly has been managing our finances for years. We are extremely happy because of her incredible work we get to retire early
- SCSharon CamarrilloJun 10, 20255.0I’ve known Kelly for quite sometime and this young lady is very knowledgable in her field and I do trust her advice. Give her a call, highly recommend she is in the Elk Grove office
- KSKara SaddlerOct 9, 20245.0Kelly is a great resource for financial planning and investing. She helped me plan my retirement. I'd be l9st without her.
- DKDave KingOct 9, 20245.0Kelly has been amazing managing my account. Whenever I have a question she responds with the information I need quickly. I feel secure knowing that she is managing my account. She is very proactive!
- TSTed ShultzFeb 14, 20245.0Kelly helped me transition to retirement years before I actually retired.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly J Shultz
What services does Edward Jones - Financial Advisor: Kelly J Shultz offer?
Edward Jones - Financial Advisor: Kelly J Shultz provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the normal business hours for Edward Jones - Financial Advisor: Kelly J Shultz?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Kelly J Shultz located?
The office is located at 9290 W Stockton Blvd, Ste 109, Elk Grove, CA 95758, USA.
How can I contact Kelly J Shultz at Edward Jones?
You can contact Kelly J Shultz by phone at +1 916-978-0351 or via email at kelly.shultz@edwardjones.com.
Does Edward Jones - Financial Advisor: Kelly J Shultz have an online appointment booking system?
Yes, you can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-shultz/contact/.
What languages does the Edward Jones office in Elk Grove support?
This Edward Jones location operates in English.
Are there other Edward Jones financial advisors near the Elk Grove office?
Yes, nearby Edward Jones financial advisors include Kirandeep Kaur and Ashwin Mudaliar, both offering financial services in the same area.
What nearby real estate services can clients access near Edward Jones in Elk Grove?
Clients can find several nearby real estate agencies including Coldwell Banker Realty, Markus Gomez Real Estate Group, and Alison Traverse Warren - Your Realtor, useful for those considering property investments.
Are there nearby mortgage lenders close to Edward Jones - Financial Advisor: Kelly J Shultz?
Yes, Guild Mortgage - Gustavo Espana and Guild Mortgage Company are nearby mortgage brokers that clients can consult for home financing needs.
What local amenities are available near Edward Jones for clients who visit the Elk Grove area?
Nearby amenities include RNB Property Management Elk Grove for property services and Sutter Rehabilitation Center - Laguna for medical needs, making it convenient for clients to manage multiple tasks in one visit.