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: Allison M Devcich
950 Glenn Dr, Folsom, CA
95630, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Allison M Devcich
What financial services does Edward Jones - Financial Advisor: Allison M Devcich offer?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Allison M Devcich located?
They are located at 950 Glenn Dr, Suite 265, Folsom, CA 95630, USA.
How can I schedule an appointment with Allison M Devcich?
You can schedule an appointment via their contact page: https://www.edwardjones.com/us-en/financial-advisor/allison-devcich/contact/
What specialties does this Edward Jones advisor focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Is there an app for accessing Edward Jones services on mobile devices?
Yes, there are apps available for Android and iOS devices to manage your investments conveniently.
What languages does this Edward Jones office support?
The office supports English for client communication.
Can you tell me about nearby mortgage brokers I could visit in Folsom?
Nearby mortgage brokers include Judi Gavia (NMLS# 284937), Rose Moxley, Lori Estipular (NMLS# 250195), and Joselle Wilson-Tully from Sierra Pacific Mortgage.
Are there any nearby health and wellness centers near the Edward Jones office in Folsom?
Yes, Mindpath Health and Community Psychiatry - Folsom provide health and counseling services nearby, useful if you want to prioritize wellness alongside financial planning.
What nearby places could I visit for community services or education in Folsom?
Options include the Municipal Management Association of Northern California (MMANC) and the Infant Development Association of California (IDA), both offering community and educational services.
How can I learn more about IRAs through Edward Jones?
You can learn more about IRAs by visiting their official page at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras