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.
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Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CRPS™
Frequently Asked Questions About Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CRPS™
What personalized services does Edward Jones - Financial Advisor: Norm Cauntay offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Norm Cauntay?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Norm Cauntay located?
The office is located at 3780 Kilroy Airport Way, Ste 810, Long Beach, CA 90806, USA.
How can I contact Norm Cauntay at Edward Jones?
You can contact Norm Cauntay via phone at +1 562-988-8542 or email at norm.cauntay@edwardjones.com.
How can I schedule a consultation with Edward Jones - Financial Advisor: Norm Cauntay?
Consultations can be scheduled through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/norm-cauntay/contact/.
Are there any online resources or apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps on Android and iOS for easy access to investment information and services.
What nearby financial services are available close to Edward Jones - Financial Advisor: Norm Cauntay?
Nearby financial service providers include Gina Jarrin at CrossCountry Mortgage, LLC and mortgage brokers like John Braida NMLS 246874, Jorge Hernandez, Denise Serrano, and Jack Skovgard, which can complement your financial planning and mortgage needs.
Are there legal services near Edward Jones that clients might find useful?
Yes, legal services such as SGPB Trial Lawyers, The Kristy Law Firm, Trivedi Law Group, Furubotten Law, and Law Offices of David M Zeligs are nearby for clients needing legal support related to finance or estate planning.
What health and medical facilities are near the Edward Jones office?
U.S. Renal Care West Coast provides dialysis and hospital services nearby, and Bridges to Healing Counseling and Training Center offers mental health and counseling services, which may be helpful resources for clients' health-related financial planning.
What categories of financial services does Edward Jones - Financial Advisor: Norm Cauntay specialize in?
Norm Cauntay specializes in stocks & bonds, investment management, financial advising, mutual funds, investment securities, and related financial consulting services.