Edward Jones - Financial Advisor: Robert D Shultz, CEPA®|AAMS®|CRPC™
2.52 reviews
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: Robert D Shultz, CEPA®|AAMS®|CRPC™
7877 Parkway Drive, La Mesa, CA
91942, United States
Reviews
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- JSJM SmithMay 11, 20221.0Well I signed on with Bob Shultz and Edward Jones about 8 months ago. I conveyed my concerns about the Market being high, the very high possibility of a recession and also the looming Prospect of war in ukraine, which obviously happened and that there will probably be a bubble, especially with the new Administration! Bob tells me that with all new technology, there is still room to grow... He was very wrong! My portfolio is down about 24% !!! That is a lot of money to me, and they still expect maintenace fees on my account loses!! I would of been happy making 2% annually, which is a lot better than a bank! I should of kept my money in the bank getting .002%
- JKJason KardosAug 2, 20134.0Bob was very thorough in explaining how I could set up a self employeed IRA and made me feel comfortable that he was looking out for my best interest.
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert D Shultz, CEPA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Robert D Shultz provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Robert D Shultz located?
The office is located at 7877 Parkway Drive, Suite 2A, La Mesa, CA 91942, United States.
How can I contact Edward Jones - Financial Advisor: Robert D Shultz?
You can reach them by phone at +1 619-698-6688 or email at bob.shultz@edwardjones.com.
What are the business hours of Edward Jones - Financial Advisor: Robert D Shultz?
They operate by appointment only on Mondays through Fridays.
Does Edward Jones - Financial Advisor: Robert D Shultz have an app for managing investments?
Yes, they have mobile apps available for both Android and iOS devices.
Where can I book an appointment with Edward Jones - Financial Advisor: Robert D Shultz?
Appointments can be scheduled online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/bob-shultz/contact/.
What nearby financial services are located close to Edward Jones - Financial Advisor: Robert D Shultz?
Nearby, you can find Edward Jones - Financial Advisor: Diana Canales, PrimeLending, David Bushey from PrimeLending, and TopLender, all offering various financial services including mortgage brokerage and advising.
Are there any nearby medical services around Edward Jones - Financial Advisor: Robert D Shultz?
Yes, nearby medical services include Mobile Physician Services, Federico Tiznado DDS (dentist), Paul L. Treger MD (ophthalmologist), and NVISION Eye Centers (optometrist and eye care).
What nearby dining options are available near Edward Jones - Financial Advisor: Robert D Shultz?
Customers can enjoy dining at nearby restaurants like Chipotle Mexican Grill, Rae’s Cafe for breakfast and brunch, Village Inn, and Aromas of India, an Indian restaurant with catering services.
What are some nearby convenience and wellness services around Edward Jones - Financial Advisor: Robert D Shultz?
Nearby services include 7-Eleven for convenience needs, Bamboo Massage Spa for massage therapy, and La Mesa Integrative Health offering acupuncture and chiropractic care.