Edward Jones - Financial Advisor: Sofian Haikal, CFA®

5.0
11 reviews
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Business Details

3780 Kilroy Airport Way, Long Beach, CA
90806, United States
(310) 426-9681
https://www.edwardjones.com/us-en/financial-advisor/sofian-haikal
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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: Sofian Haikal, CFA®
3780 Kilroy Airport Way, Long Beach, CA
90806, United States

Hours

Reviews

5.0
11 reviews
5 stars
11
4 stars
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1 star
0
  • WK
    William Kessler
    Oct 14, 2025
    5.0
    We’ve been working with Sofian for a couple years now. It's been a very positive experience, especially since we used to handle our own investments with Index funds. Wish we had been referred to him much earlier. Would be in a better financial position than we are now.
  • CZ
    Carri Zoberbier
    Oct 14, 2025
    5.0
    Sofian is the best! We met with four different financial planners before going with Sofian are so grateful we did. He has not only grown our money, he makes sure he is clear on our financial goals and maps out how to get us there. He is responsive, wonderful to work with, and his senior office administrator, Roxanne is also a dream. You truly can’t go wrong with Sofian!
  • TG
    terry gimenez
    Oct 13, 2025
    5.0
    Sofian Haikal, CFA, has had my confidence and trust for the last 5 years. He has provided excellent investment advice and has arranged helpful meetings to make sure my protfolio is on track to meet my financial needs and address any concerns that I may have about the current state of the economy and how that influences my financial goals and choices going forward. He is a part of my "dream team" of retirement advisors. I truly feel heard and understood by Sofian. He and Senior Branch Office Administrator, Rosanne Braithwaite have exceeded my expectations for responsiveness and customer service. My recommendation of Sofian Haikal, CFA, is given in complete confidence fostered by experience and is made without reservation.
  • SR
    Shawn Russell
    Mar 28, 2023
    5.0
    I am self employed and really don't have time to think about my investments. That's why I hired Sofian Haikal. He provides me with comfort knowing that my investments are in good hands.
  • KG
    Kim Girard
    Mar 27, 2023
    5.0
    Not all financial advisors are created equal. When it comes to your money and investments, don't settle for second best. I highly recommend working with Sofian Haikal with Edward Jones. He is professional, accessible and an expert in his field. If you want to feel secure with your investments, look no further than Sofian Haikal with Edward Jones.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Sofian Haikal, CFA®

What services does Edward Jones - Financial Advisor: Sofian Haikal, CFA® offer?

They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.

What are the office hours for Edward Jones - Financial Advisor: Sofian Haikal, CFA®?

The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 2:30 PM by appointment only, and closed on weekends.