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: Jason D Orsini, AAMS®
1370 Brea Blvd, Fullerton, CA
92835, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- NENorma EsparzaMar 27, 20225.0Very friendly personable people. Jeff and Carmen. Thank you
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason D Orsini, AAMS®
What services does Edward Jones - Financial Advisor: Jason D Orsini offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advising.
What are the regular business hours for Edward Jones - Financial Advisor: Jason D Orsini?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
How can I make an appointment with the financial advisor Jason D Orsini?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jason-orsini/contact/ or by calling +1 714-992-2433.
Where is Edward Jones - Financial Advisor: Jason D Orsini located?
They are located at 1370 Brea Blvd, Suite 145, Fullerton, CA 92835, USA.
What languages are spoken at Edward Jones - Financial Advisor: Jason D Orsini?
English is the language spoken at their office.
Does Edward Jones - Financial Advisor: Jason D Orsini have a mobile app?
Yes, they offer an Android app available on Google Play and an iOS app on the Apple App Store for managing your investments and finances.
What nearby legal services can I find close to Edward Jones - Financial Advisor: Jason D Orsini?
Nearby legal services include Stanton Law Injury Attorneys, The Law Offices of Ronda A. Middleton, Irwin & Irwin LLP, Law Office of Joseph C. Rosenblit, and Linda K. Ross Law Office. These can be helpful for clients seeking legal advice alongside financial services.
Are there any nearby insurance agencies near Edward Jones - Financial Advisor: Jason D Orsini?
Yes, nearby insurance agencies include Ansa Insurance Services, George Montgomery - State Farm Insurance Agent, Athena Financial & Insurance Associates, and Joey Montgomery. These agencies provide additional insurance options that may complement your investment planning.
What local healthcare resources are located near Edward Jones in Fullerton?
Synergy Healthcare Resources & Solutions Group and psychologists like Dr. Peter Robbins, as well as counseling services such as Turning Point Counseling and Jenny Potzler MFT, are nearby to support your mental and physical health needs.
Are there any notable nearby points of interest to visit around Edward Jones - Financial Advisor in Fullerton?
You can visit nearby places such as the Fullerton Elks Lodge and St Barbara Church. These locations offer opportunities for social, community, and cultural engagement before or after your visit to the financial advisor.