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: Tim Fortino
8060 Santa Teresa Blvd, Gilroy, CA
95020, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Tim Fortino
What types of financial services does Edward Jones - Financial Advisor: Tim Fortino offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and advisory services tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Tim Fortino located?
The office is located at 8060 Santa Teresa Blvd, Ste 140, Gilroy, CA 95020, USA.
How can I contact Edward Jones - Financial Advisor: Tim Fortino?
You can call them at +1 408-846-7748 or email tim.fortino@edwardjones.com for inquiries or appointments.
Is it possible to book a consultation with Tim Fortino online?
Yes, you can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/tim-fortino/contact/.
Are there mobile apps available for accessing Edward Jones services on Android and iOS?
Yes, Edward Jones offers apps for Android via the Google Play Store and for iOS on the Apple App Store to help manage your investments conveniently.
What languages are spoken at Edward Jones - Financial Advisor: Tim Fortino's office?
The primary language spoken at the office is English.
What is Edward Jones's approach to client financial planning?
Edward Jones offers tailored face-to-face consultations to provide investment advice that fits individual needs and goals, ensuring clients feel confident about their financial future.
What notable nearby real estate services are close to Edward Jones - Financial Advisor: Tim Fortino?
Nearby real estate agents and services include Diane Baty, Jamie Chaidez - Realtor, and Coldwell Banker Realty agents like Henry Maquinalez Jr and Carina Martin, which can be helpful if you are considering property investment alongside financial planning.
Are there any nearby dining options near Edward Jones's office?
Yes, Westside Grill and The West Side Grill are nearby dining options where clients can enjoy a meal before or after their financial consultation.
What other professional services are nearby that clients might find useful?
Close to Edward Jones, you can find services like Alexandra Lozano Immigration Law PLLC for legal advice, Snap Fitness for workouts, and the Acupuncture and Herbal Clinic of Gilroy for wellness needs.