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: Julio Sandoval
6 Centerpointe Dr, La Palma, CA
90623, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Julio Sandoval
What services does Edward Jones - Financial Advisor: Julio Sandoval offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Julio Sandoval have as a financial advisor?
His specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Julio Sandoval located?
The office is located at 6 Centerpointe Dr, Ste 780, La Palma, CA 90623, USA.
What are the office hours and availability for scheduling appointments?
The office is open by appointment only on Saturdays, and you can schedule an appointment through their website.
How can I contact Julio Sandoval for financial advice?
You can contact him by phone at +1 714-995-0665 or email at julio.sandoval@edwardjones.com.
Does Edward Jones - Julio Sandoval offer support for retirement planning?
Yes, they support retirement planning including IRAs, as highlighted on their official site about IRAs.
Are there other financial or insurance services near Edward Jones - Julio Sandoval?
Yes, nearby you can find Collage Funding (financial services), HUB International (insurance agency), and Nationwide Mutual Insurance Company (insurance agency).
What nearby tax and accounting services are available around Edward Jones?
Nearby tax and accounting services include Bacon Wrapped Tax Service and By The Book Tax & Accounting, which can assist with trusts and accounting needs.
Are there any nearby professional or marketing services that clients might utilize?
Yes, services like Custom Online Branding, Pocket Search Media, and Trumpia offer marketing and professional services close to Edward Jones - Julio Sandoval.
How can nearby services assist a customer visiting Edward Jones - Julio Sandoval?
Clients can combine their financial planning visit with nearby services like insurance agencies, tax services, and marketing agencies to manage finances, insurance, and business marketing efficiently in one trip.