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: Hai B Phan
18426 Brookhurst St, Fountain Valley, CA
92708, United States
Hours
Reviews
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- KPKatie PhanJun 25, 20195.0Hai is very helpful and always tries to do the right thing for his clients - very honest. Much appreciated!
Frequently Asked Questions About Edward Jones - Financial Advisor: Hai B Phan
What services does Edward Jones - Financial Advisor: Hai B Phan offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Hai B Phan?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Hai B Phan located?
They are located at 18426 Brookhurst St, Suite 206, Fountain Valley, CA 92708.
How can I contact Edward Jones - Financial Advisor: Hai B Phan?
You can contact them by phone at +1 714-963-2400 or email at hai.phan@edwardjones.com.
Is it possible to book an appointment online with Edward Jones - Financial Advisor: Hai B Phan?
Yes, appointments can be scheduled via their reservation webpage: https://www.edwardjones.com/us-en/financial-advisor/hai-phan/contact/
What languages are spoken at Edward Jones - Financial Advisor: Hai B Phan's office?
They provide services in English.
Does Edward Jones offer a retirement planning tool?
Yes, they offer a Retirement Savings Calculator to help clients prepare for their future.
Are there any financial service providers near Edward Jones - Financial Advisor: Hai B Phan?
Yes, nearby financial services include JCB Financial Services, ATSOURCE, EZ Choice Financial Credit Repair, and Akanni Consulting, offering various advisory and financial services.
What healthcare services are located near Edward Jones - Financial Advisor: Hai B Phan?
Nearby healthcare providers include AngelOrtho (dentist/orthodontist), Gaster Eye Center (doctor), Hagen & Pham Dental, LU Endodontics, Orange Coast Eye Center, and Fountain Valley Chiropractic for various medical and dental needs.
What nearby amenities might I explore before or after visiting Edward Jones - Financial Advisor: Hai B Phan?
You can visit local dining like Mandarin Restaurant or Taste of Beauty vegetarian restaurant, enjoy shopping at Golf Republic or The Renewed Company, or get your car washed at Fountain Valley Auto Wash or Beacon Bay Car Wash.