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: Jacqueline Shohdy, CEPA®
26440 La Alameda, Mission Viejo, CA
92691, United States
Hours
Reviews
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- JSjeff starlingFeb 23, 20225.0I have been working with Jacqueline for about 8 months now and she is one of the best financial advisers I have worked with. She is very attentive and extremely knowledgeable and she really cares. Highly recommend working with her.
- GBGiovanni BenitezFeb 22, 20225.0Great financial advisor! Really cares about her clients and has great customer service. Highly recommend for your financial purposes. Thank you for your services!
- LGLesly GarciaFeb 21, 20225.0Jackie is a financial planner that cares about your finances and will give you the best advice to reach your financial goals and somebody who is super passionate about her job! Definitely recommend working with her 😊 !
- SGSamin Zamanian (The Monarch Law group)Dec 1, 20205.0Jacqueline is an amazing financial planner and provides invaluable insight and direction for retirement planning. Her experience and integrity is top notch. If you are looking for a financial planner, look no further!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA®
What services does Edward Jones - Financial Advisor: Jacqueline Shohdy offer?
The office provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
What are the office hours for Jacqueline Shohdy's Edward Jones financial advisory?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays with Saturday visits by appointment only.
Where is Edward Jones - Financial Advisor: Jacqueline Shohdy located?
The office is located at 26440 La Alameda, Suite 380, Mission Viejo, CA 92691, USA.
How can I contact Jacqueline Shohdy for a financial consultation?
You can reach Jacqueline Shohdy by phone at +1 949-860-1717 or email at jacqueline.shohdy@edwardjones.com. To schedule an appointment, you can also use the online reservation page.
Are there any helpful apps for managing my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for managing your investments conveniently.
Can I find financial advice in languages other than English at this office?
The primary language used at this office is English.
Which nearby financial institutions can I visit along with Edward Jones?
Nearby you can visit SchoolsFirst Credit Union for additional credit union services and Chase Mortgage for mortgage lending and brokerage needs.
What nearby medical and wellness facilities are close to Edward Jones - Financial Advisor: Jacqueline Shohdy?
Around the office, there are several healthcare providers including Hanger Clinic: Prosthetics & Orthotics, Le Renew medical spa, Orange County Pain Clinics, Orange County ENT Clinic, and Orange County Orthopedic Center.
Are there educational institutions near the Edward Jones office where families might find useful resources?
Yes, nearby schools include Halstrom Academy and Futures High School, which could be of interest to clients with educational planning needs.
How does Edward Jones - Financial Advisor: Jacqueline Shohdy support planning for retirement?
The office offers tailored retirement planning services and provides tools such as a retirement savings calculator to help clients prepare confidently for their future.