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: Mark Denali, CEPA®
27042 Towne Centre Dr, Foothill Ranch, CA
92610, United States
Hours
Reviews
5.0
4 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star0
- RFRyan FowlerDec 2, 20245.0Excellent service Incredible team at this specific Edward Jones location.
- PFPeter FrankudakisMar 27, 20205.0Mark truly cares about his clients. He takes the time to completely understand your current financial situation, your goals (short, medium, and long term), and he will consult with you to build a well balanced portfolio to achieve those goals. My wife and I, 100% trust and believe in Mark with all of our retirement money, 529 college plans for our children, and everyday savings. He is a true professional who works with integrity and honesty.
- JSJosh SweeneySep 16, 20195.0Mark is the most amazing and thorough Financial Advisor I have ever worked with. He takes the time to understand what your financial needs are and guides you in the direction that will give you the best return. He actually is looking out for you and making sure you are taken care of and know all the details about your investments and the returns you will get. I have recommended him to all of my friends and family. If you want someone that will care for you and help you for years to come you need to see Mark!
- BEBelinda EcheversOct 12, 20185.0Mark Denali is exactly the person I needed in my life to give me guidance and hope for my financial future. He is friendly, knowledgeable, patient and professional.
Frequently Asked Questions About Edward Jones - Financial Advisor: Mark Denali, CEPA®
What are the regular business hours for Edward Jones - Financial Advisor: Mark Denali, CEPA®?
Edward Jones in Foothill Ranch is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Sundays. On Saturdays, services are available by appointment only.
Where is Edward Jones - Financial Advisor: Mark Denali, CEPA® located?
The office is located at 27042 Towne Centre Dr, Ste 205, Foothill Ranch, CA 92610, United States.
How can I contact Mark Denali's Edward Jones office by phone or email?
You can reach the office at +1 949-597-2167 or email mark.denali@edwardjones.com for inquiries and appointments.
What financial services does Edward Jones - Financial Advisor: Mark Denali offer?
The office specializes in personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Does Edward Jones offer online tools or apps to assist clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help clients manage their investments and finances.
How can I schedule an appointment with Mark Denali's office?
Appointments can be scheduled through the Edward Jones website contact page specific to Mark Denali: https://www.edwardjones.com/us-en/financial-advisor/mark-denali/contact/
Which nearby hotels can clients stay at near Edward Jones in Foothill Ranch?
Clients visiting from out of town can stay at nearby hotels such as Hilton Garden Inn Irvine East/Lake Forest, Hampton by Hilton, and Hampton Inn by Hilton Irvine East - Lake Forest.
Are there any medical centers near Edward Jones in Foothill Ranch?
Yes, Kaiser Permanente Foothill Ranch Medical Offices and Pharmacy are nearby, providing convenient access to healthcare services for clients visiting the area.
Where can I find nearby financial services similar to Edward Jones in this area?
Nearby financial services include Edward Jones advisors like Conrad W Metz and Brandon P Anderson, as well as insurance agencies like Nationwide Mutual Insurance Company and AssuredPartners.
Does Edward Jones provide any online resources for retirement planning?
Yes, Edward Jones offers an online retirement savings calculator to help clients prepare for their financial future. It can be accessed at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html