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: Kellie L Morlock
101 Main Street, Half Moon Bay, CA
94019, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kellie L Morlock
What services does Edward Jones - Financial Advisor: Kellie L Morlock provide?
The office provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Kellie L Morlock located?
The office is located at 101 Main Street, Suite G, Half Moon Bay, CA 94019, US.
How can I schedule an appointment with Kellie L Morlock?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kellie-morlock/contact/.
What special financial products does Kellie L Morlock offer?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Is Edward Jones - Financial Advisor: Kellie L Morlock currently open?
Yes, the office is currently open for business.
Which languages are spoken at Edward Jones - Financial Advisor: Kellie L Morlock?
Services are offered in English.
Where can I learn more about IRAs through Edward Jones?
Learn more about IRAs at the official page: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What are some nearby places where I can grab coffee or a quick bite near Edward Jones in Half Moon Bay?
Nearby you can enjoy coffee at Raman's Coffee & Chai or try pizza at Panificio, North Beach Pizza, or Half Moon Crust.
Are there any nearby wellness or beauty services close to Edward Jones in Half Moon Bay?
Yes, Today’s Haircuts and Holly beauty salon provide hair and beauty services, and California Color offers tanning and beauty treatments nearby.
If I am visiting Edward Jones, what nearby amenities are available for practical needs like groceries or automotive care?
Nearby amenities include New Leaf Community Markets for groceries and Professional Auto Care for automotive services.