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: Sam Valero Jr
2130 Main Street, Huntington Beach, CA
92648, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Sam Valero Jr
What services does Edward Jones - Financial Advisor: Sam Valero Jr offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and financial advisory through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Sam Valero Jr?
They are open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 2:00 PM. The office is closed on Saturdays and Sundays, but appointments on Saturdays are available by appointment only.
Where is Edward Jones - Financial Advisor: Sam Valero Jr located?
The office is located at 2130 Main Street, Suite 170, Huntington Beach, CA 92648, USA.
How can I contact Edward Jones - Financial Advisor: Sam Valero Jr by phone or email?
You can call them at +1 562-493-2623 or email sam.valero@edwardjones.com.
Is there an online way to book an appointment with Sam Valero Jr?
Yes, you can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/sam-valero/contact/.
Does Edward Jones - Financial Advisor: Sam Valero Jr offer tools to help plan for retirement?
Yes, they feature a retirement savings calculator that can help you prepare for your future.
What languages are spoken at Edward Jones - Financial Advisor: Sam Valero Jr?
The services are provided in English.
Are there any real estate agencies near Edward Jones - Financial Advisor: Sam Valero Jr that clients can visit?
Yes, nearby real estate agencies include Reméo Realty, McVeigh Properties, The Cheryl Coleman Team, and Coastal Realty Advisors Inc, which may be helpful if you're considering property investments alongside your financial planning.
Can clients find other financial services or mortgage brokers close to Edward Jones - Financial Advisor: Sam Valero Jr?
Yes, there are several nearby financial service providers and mortgage brokers such as Eric Gausepohl, BuyWise Mortgage, and The Wright Loans that may assist with loans and other financial needs.
What nearby amenities or services can clients explore before or after visiting Edward Jones - Financial Advisor: Sam Valero Jr?
Clients can explore nearby services such as the jewelry store Close by me jewelry and counseling services like Janie Ingalls, MFT or Mindful Misfit Therapy, providing options for relaxation or other personal needs.