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: Cassandra Alvarez, CRPS™
3780 Kilroy Airport Way, Long Beach, CA
90806, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Cassandra Alvarez, CRPS™
What services does Edward Jones - Financial Advisor: Cassandra Alvarez offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Cassandra Alvarez?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Cassandra Alvarez?
You can reach them by phone at +1 562-442-4012 or by email at cassandra.alvarez@edwardjones.com.
Where is Edward Jones - Financial Advisor: Cassandra Alvarez located?
The office is located at 3780 Kilroy Airport Way, Suite 810, Long Beach, CA 90806, USA.
Is it possible to schedule an appointment online with Cassandra Alvarez at Edward Jones?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/cassandra-alvarez/contact/.
Which nearby financial and mortgage services are available around Edward Jones - Financial Advisor: Cassandra Alvarez?
Nearby financial services include John Braida NMLS 246874, Gina Jarrin at CrossCountry Mortgage, LLC, Jorge Hernandez - VP of Mortgage Lending, and several mortgage brokers like Denise Serrano and Jack Skovgard which could complement your financial planning needs.
What legal services are near Edward Jones - Financial Advisor: Cassandra Alvarez that clients might find useful?
Nearby legal services include SGPB Trial Lawyers, Wadhwani & Shanfeld specializing in bankruptcy law, Law Offices of David M Zeligs, and Shaffar Divorce Mediation.
Are there other financial advisors close to Edward Jones - Financial Advisor: Cassandra Alvarez?
Yes, Edward Jones - Financial Advisor: Heidi Frank is nearby, providing additional financial advising services in the area.
What online tools does Edward Jones - Financial Advisor: Cassandra Alvarez offer to help with retirement planning?
They offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.
What languages are supported at Edward Jones - Financial Advisor: Cassandra Alvarez?
Services are provided in English.