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: Ken Whittenbury, CFP®
6 Centerpointe Dr, La Palma, CA
90623, United States
Hours
Reviews
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- BPBeverly ProvostApr 30, 20225.0Very helpful and kind.
- SSSugarbear319Mar 9, 20205.0Very nice office. Ken is a very kind person. I recomend him to everyone!
- RARobin AuwerdaFeb 2, 20135.0Edward Jones has a great financial planner by the name of Ken Whittenbury. Ken is great in explaining the market and how to act on it to better your portfolio. Ken helps you to see the long term big picture of investing and planning for retirement. Contact him today and find out for yourself.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ken Whittenbury, CFP®
What services does Edward Jones - Financial Advisor: Ken Whittenbury, CFP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Ken Whittenbury, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Ken Whittenbury, CFP® located?
The office is located at 6 Centerpointe Dr, Ste 780, La Palma, CA 90623, USA.
How can I contact Edward Jones - Financial Advisor: Ken Whittenbury, CFP®?
You can call them at +1 714-995-0665 or email ken.whittenbury@edwardjones.com.
Does Edward Jones - Financial Advisor: Ken Whittenbury, CFP® have an online presence?
Yes, they have a LinkedIn profile and a Facebook page, and their website provides detailed information about their services.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones has both Android and iOS apps available through Google Play and the Apple App Store.
Can I book an appointment online with Edward Jones - Financial Advisor: Ken Whittenbury, CFP®?
Yes, appointments can be scheduled online through their contact page on the Edward Jones website.
What nearby businesses could I visit along with Edward Jones - Financial Advisor: Ken Whittenbury, CFP®?
Nearby businesses include Oscar Ghostwriting, Trumpia marketing consultants, and VIP Active Lifestyle supplement providers, offering a range of services from writing to wellness that you might find useful before or after your financial consultation.
Are there other financial or legal services near Edward Jones - Financial Advisor: Ken Whittenbury, CFP®?
Yes, nearby you can find Barua Insurance, Yang Law Offices, and Bacon Wrapped Tax Service for insurance, legal, and tax-related assistance to complement your financial planning needs.
What amenities or services are accessible nearby Edward Jones - Financial Advisor: Ken Whittenbury, CFP® that might be helpful for clients?
Clients may find services such as real estate assistance at Onyx Realty & Financial Services Inc. and mortgage help at Legacy Home Mortgage Inc close by, making it convenient to handle various aspects of financial and property planning in one area.