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: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS®
4 Main St, Los Altos, CA
94022, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS®
What financial services does Edward Jones - Financial Advisor Katrina C Yun-Nikolac offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Katrina C Yun-Nikolac located?
The office is located at 4 Main St, Suite 220, Los Altos, CA 94022, USA.
What are the business hours of the Edward Jones office in Los Altos?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends, with appointments available on weekdays by appointment only.
How can I make an appointment with the financial advisor Katrina C Yun-Nikolac?
Appointments can be made by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/katrina-yun-nikolac/contact/ or by calling +1 650-653-8163.
Which language is primarily spoken at Edward Jones - Financial Advisor Katrina C Yun-Nikolac's office?
English is the primary language spoken at the office.
Does Edward Jones offer any digital resources or apps for clients?
Yes, Edward Jones provides mobile apps available on both Android and iOS platforms for managing investments and accessing financial tools.
What competitive financial advisory firms are near Edward Jones in Los Altos?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, offering various financial advisory and investment services.
Are there any nearby legal services close to Edward Jones in Los Altos?
Yes, nearby legal services include the Law Office of Janet L. Brewer, The Law Offices of John P. McDonnell, Lowe David L Attorney At Law, and The Yarbrough Law Offices, which can assist with wills, trusts, probate, and tax law matters.
What local wellness options are available near the Edward Jones office?
Clients visiting Edward Jones can relax at nearby wellness spots such as Main Street Spa, Heavenly Spa, Sage Spa, and Orchid Bloom Spa.
What local attractions or transportation options can help clients visiting Edward Jones in Los Altos?
Nearby attractions include Village Park and the Los Altos Heritage Orchard for leisure before or after appointments. For convenience, Los Altos Yellow Cab offers taxi services including airport transfers.