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: Chris Nielsen, CFP®
2933 San Marcos Ave, Los Olivos, CA
93441, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Nielsen, CFP®
What services does Edward Jones - Financial Advisor: Chris Nielsen offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Chris Nielsen?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 2:00 PM, and closed on weekends.
How can I contact Chris Nielsen at Edward Jones?
You can reach them by phone at +1 805-439-6932 or by email at chris.nielsen@edwardjones.com.
Where is Edward Jones - Financial Advisor: Chris Nielsen located?
The office is located at 2933 San Marcos Ave, Suite 108, Los Olivos, CA 93441, USA.
Can I book a consultation online with Chris Nielsen?
Yes, you can schedule a consultation through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/chris-nielsen/contact/.
Are there any apps available for managing investments with Edward Jones?
Yes, Edward Jones offers mobile apps for both Android and iOS platforms to help manage your investments conveniently.
What languages does Edward Jones - Financial Advisor: Chris Nielsen support?
Their primary language of service is English.
What nearby real estate services could complement a visit to Edward Jones in Los Olivos?
Nearby real estate agents like Sharon Currie's SYV Real Estate and Rhoda Johnson, Realtor for the Santa Ynez Valley can assist with property needs while you manage your financial planning with Edward Jones.
What local leisure options are near Edward Jones that clients might enjoy before or after meetings?
Clients can visit nearby wineries such as Look Me In The Eye Wines and Dreamcote Wine Company or enjoy dining at places like Frank's Tree House for a combined leisure and financial planning experience.
Are there any useful local services near Edward Jones - Financial Advisor: Chris Nielsen that clients might find helpful?
Yes, services such as Union Bank for banking needs, Pedego Electric Bikes of Los Olivos for bike rentals, and Suzanne Jakkola EA for accounting and trusts are conveniently located nearby.