Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Yan Li, CRPC™
1261 Travis Blvd, Fairfield, CA
94533, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Yan Li, CRPC™
What are the primary financial services offered by Edward Jones - Financial Advisor: Yan Li, CRPC™?
Edward Jones provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Yan Li, CRPC™ located?
The office is located at 1261 Travis Blvd, Suite 380, Fairfield, CA 94533, USA.
How can I schedule an appointment with Yan Li at Edward Jones?
You can schedule an appointment online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/yan-li/contact/
What are the office hours for Edward Jones - Financial Advisor: Yan Li, CRPC™?
The office is open by appointment only on Saturdays.
Which specialties does Yan Li focus on at Edward Jones?
Yan Li specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at this Edward Jones office?
The office primarily provides services in English.
Are there any medical centers near Edward Jones - Financial Advisor: Yan Li that clients might visit before or after their appointments?
Yes, nearby medical services include IPM Medical Group Inc., North Bay Pediatrics, and California Vein & Wound Center, which could be convenient for clients with health appointments.
Where can clients manage their investments on the go?
Clients can use the Edward Jones apps available on both Android and iOS platforms to manage their investments conveniently.
What nearby financial institutions are close to Edward Jones - Financial Advisor: Yan Li?
U.S. Bank and Western Union are located nearby and may assist clients with banking and money transfer needs.
Which local community services near Edward Jones could benefit clients looking for additional support?
Nearby community resources include SANE SART and the Solano Trauma Recovery Center, which offer various social and health services.