Edward Jones - Financial Advisor: Rachel A Currington, CFP®|CRPC™
5.04 reviews
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: Rachel A Currington, CFP®|CRPC™
1081 Borden Rd, Escondido, CA
92026, United States
Hours
Reviews
5.0
4 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star0
- DBDebra Lee BaldwinSep 11, 20235.0Rachel Currington and her team have gone above and beyond to help my husband and me untangle my MIL's estate, consolidate assets, and put together a long-term investment strategy tailored to our goals and needs. She's brilliant and caring---a genuinely nice person---and has a great network of professionals should you need referrals.
- CECathy EllisAug 11, 20215.0We work with seniors and I am very selective about recommending anyone to help with financial matters, but I have been so impressed with the level of customer service that Rachel provides. She is a person of high integrity and has excellent communication skills!
- RRRonnie RobisonJul 17, 20185.0Rachel is very caring and extremely intelligent. She gives you very clear financial planning options and is clearly all about helping her clients. No matter where you are financially Rachel will help get you going the right way.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rachel A Currington, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Rachel A Currington offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Rachel A Currington located?
The office is located at 1081 Borden Rd, Suite 106, Escondido, CA 92026, USA.
What are the business hours for Edward Jones - Financial Advisor: Rachel A Currington?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Rachel A Currington at Edward Jones?
You can reach her by phone at +1 760-746-5184 or email at rachel.currington@edwardjones.com.
Does Edward Jones - Financial Advisor: Rachel A Currington offer online resources or apps?
Yes, Edward Jones provides mobile apps available on both Android and iOS platforms for managing your investments.
How can I schedule an appointment with Rachel A Currington?
Appointments can be scheduled through the Edward Jones contact page specific to Rachel Currington.
What nearby places can I visit before or after my appointment?
You can visit local spots like Donut Star bakery or ThirsTea Escondido coffee shop for refreshments nearby.
Are there any nearby insurance agencies to Edward Jones - Financial Advisor: Rachel A Currington?
Yes, nearby insurance agencies include Brook Daly Insurance Agency: Allstate Insurance, Nationwide Mutual Insurance Company, and De Witt Insurance Services.
Is there a nearby post office or shipping center near Edward Jones office?
Yes, Cal Postal post office and a UPS Authorized Shipping Outlet are close by, helpful for any mailing or shipping needs.
What type of competitors does Edward Jones - Financial Advisor: Rachel A Currington have?
Competitors include financial advisory and investment firms like Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.