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: Monica Dickson, CFP®
111 W Ocean Blvd, Long Beach, CA
90802, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Monica Dickson, CFP®
What services does Edward Jones - Financial Advisor: Monica Dickson offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Monica Dickson?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 1:00 PM. It is closed on Sundays and Saturdays except by appointment.
Where is Edward Jones - Financial Advisor: Monica Dickson located?
The office is located at 111 W Ocean Blvd, Suite 1010, Long Beach, CA 90802, USA.
How can I contact Monica Dickson for a financial consultation?
You can phone at +1 562-429-3868 or email monica.dickson@edwardjones.com. Appointments can also be made via their online contact form.
Does Edward Jones - Financial Advisor: Monica Dickson offer online tools or apps for clients?
Yes, clients can use Edward Jones mobile apps available on Android and iOS to manage investments and access services.
Which nearby places might be useful if I'm visiting Edward Jones - Financial Advisor: Monica Dickson?
Nearby places include Melissa Urena & Associates (real estate), West Coast Trial Lawyers (legal services), and Armando Tortas Ahogadas (Mexican restaurant), which could be useful for real estate or legal consultations and dining before or after your visit.
Are there financial or tax services near Edward Jones - Financial Advisor: Monica Dickson?
Yes, nearby financial services include Maximum Refund Tax Service and Luis A. Bravo EA Accounting Tax and Associates, which can complement your financial planning needs.
Can clients find legal and insurance assistance near this Edward Jones office?
Indeed, Chammas Jurado PC Abogados de Inmigración (immigration law) and Paul C Dozier Insurance Agency are nearby for related legal and insurance needs.
What types of investments can I discuss with the financial advisor Monica Dickson?
You can discuss stocks and bonds, fund investments, and investment management tailored to your goals.
Is there a recommended way to prepare for a visit to Edward Jones - Financial Advisor: Monica Dickson?
Booking an appointment online is recommended, especially since Saturdays are by appointment only. Also, you can try their retirement savings calculator to prepare questions and goals.