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: Maggie Klein, CFP®|AAMS®
32392 Coast Hwy, Laguna Beach, CA
92651, United States
Hours
Reviews
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- CSCrystal ShanksJan 13, 20205.0Maggie is top notch! She knows her stuff, is knowledgable, trustworthy and patient. She also is proactive and highly responsive. It's nice to work with someone who genuinely cares about you and your future. Highly recommend.
- SMSunshine MattisonJan 13, 20205.0Maggie is a pleasure to work with all the way around. She is on time, knowledgeable, and informative about new products and how they can benefit me. She is at the ready with answers to any concerns I may have about any and all of my accounts. Let’s just say that when I retire, I won’t be one of the people eating cat food for dinner. 😹
Frequently Asked Questions About Edward Jones - Financial Advisor: Maggie Klein, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Maggie Klein, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Maggie Klein, CFP®|AAMS® located?
The office is located at 32392 Coast Hwy, Suite 190, Laguna Beach, CA 92651, USA.
What are the business hours for Edward Jones - Financial Advisor: Maggie Klein, CFP®|AAMS®?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Maggie Klein, CFP®|AAMS®?
You can contact them by phone at +1 408-354-5336 or via email at maggie.klein@edwardjones.com.
Can I book an appointment online with Maggie Klein at Edward Jones?
Yes, appointments can be scheduled through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/maggie-klein/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Maggie Klein?
Services are provided in English.
What nearby financial advisory services are close to Edward Jones - Financial Advisor: Maggie Klein?
Nearby financial advisors include Edward Jones - Financial Advisor: Sean Smith, CEPA®|AAMS™ and Edward Jones - Financial Advisor: Nick Zeiter, which might be useful for comparative services or referrals.
Are there nearby insurance agencies close to Edward Jones at Laguna Beach?
Michael Geffre Insurance Agency, Inc and Farmers Insurance - Michael Geffre are nearby insurance agencies that customers might visit for insurance services complementary to investment planning.
What local health and wellness centers are near Edward Jones - Financial Advisor: Maggie Klein?
Nearby wellness centers include Laguna Beach Aesthetics and Tulsi Wellness Club, which customers might explore for wellness services before or after investment consultations.
What makes Edward Jones - Financial Advisor: Maggie Klein unique compared to competitors?
They offer personalized, face-to-face financial advice tailored specifically to each client's goals, emphasizing retirement and education planning with tax-efficient strategies, differentiating from competitors like Merrill Lynch and Schwab.