Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Frequently Asked Questions About Edward Jones - Financial Advisor: Elizabeth Chan
What services does Edward Jones - Financial Advisor: Elizabeth Chan offer?
Edward Jones - Financial Advisor: Elizabeth Chan offers financial advising, investment management, investment funds, and stock broker services.
What specialities does this Edward Jones financial advisor have?
The specialities include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Elizabeth Chan?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/elizabeth-chan/contact/.
Where is Edward Jones - Financial Advisor: Elizabeth Chan located?
It is located at 16485 Laguna Canyon Rd, Ste 255, Irvine, CA 92618, USA.
What languages are supported by Elizabeth Chan's office?
The office supports English language services.
How can I contact Elizabeth Chan via phone or email?
You can call +1 949-753-1367 or email elizabeth.chan@edwardjones.com.
Are there other Edward Jones financial advisors nearby Elizabeth Chan's office?
Yes, nearby Edward Jones advisors include Tammy McKennon and Jonathan Lien, offering additional options for financial advising in the area.
What educational institutions are near Edward Jones - Financial Advisor: Elizabeth Chan?
Nearby educational institutions include Florida Career College, IEC Colleges Careers, International Education Corporation, Brandman University, and Cogito Debate tutoring center.
If I'm visiting Elizabeth Chan's office, what nearby services could assist with real estate or legal needs?
Nearby services include Derek Lemm Realtor for real estate needs, Masler Surrogacy Law and Weiner, Rick for legal services, and Masler & Associates, Inc. for accounting and trust services.
Does Elizabeth Chan's office offer any resources to learn more about retirement accounts like IRAs?
Yes, you can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.