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: Ian White, CFP®
26400 La Alameda, Mission Viejo, CA
92691, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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3 stars0
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1 star0
- HSHyrum ShumwayAug 7, 20255.0Not only does Ian know his specialty and explain it well but he also cares about his people. Not only did he explain finances but also shared a book recommendation of “The Alchemist.” Thanks so much Ian!
Frequently Asked Questions About Edward Jones - Financial Advisor: Ian White, CFP®
What financial services does Edward Jones - Financial Advisor: Ian White, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Ian White, CFP® located?
The office is located at 26400 La Alameda, Suite 104, Mission Viejo, CA 92691, US.
What are the regular office hours of Edward Jones - Financial Advisor: Ian White, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays, except by appointment only on those days.
How can I contact Ian White at Edward Jones?
You can reach Ian White by phone at +1 949-582-2270 or via email at ian.white@edwardjones.com.
Does Edward Jones have an online presence where I can learn more or book an appointment?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/ian-white and book appointments through their contact page at https://www.edwardjones.com/us-en/financial-advisor/ian-white/contact/.
What apps are available for Edward Jones clients?
Edward Jones offers mobile apps on both Android and iOS platforms, which can be downloaded from the Google Play Store and Apple App Store respectively.
Are there any nearby financial services or advisors close to Edward Jones - Ian White’s office?
Yes, nearby financial services include another Edward Jones advisor Jacqueline Shohdy, as well as OCB Accountants and SchoolsFirst Credit Union which offer complementary financial and accounting services.
What nearby health and wellness services could clients visit before or after appointments at Edward Jones?
Clients can visit nearby places such as Pure Precision Chiropractic, Trigger Point Massage OC, and Le Renew Medical Spa for chiropractic care, massage therapy, and skin care treatments respectively.
Are there educational institutions nearby that clients might find useful?
Yes, nearby educational institutions include Halstrom Academy and Futures High School, which clients might consider for family education planning and related financial consultations.
What makes Edward Jones - Financial Advisor: Ian White a trusted choice for financial planning?
Edward Jones has been established since 1922 and focuses on personalized advice through face-to-face consultations, ensuring clients receive tailored financial strategies to help them feel confident about their financial future.