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: Milda Esquivel, CEPA®|AAMS®
2 Lower Ragsdale Dr, Monterey, CA
93940, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- PFPat FauthMay 23, 20245.0The ladies have been very helpful, while clearing my fathers estate.
Frequently Asked Questions About Edward Jones - Financial Advisor: Milda Esquivel, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Milda Esquivel provide?
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: Milda Esquivel located?
They are located at 2 Lower Ragsdale Dr, Suite 230, Monterey, CA 93940, USA.
What are the business hours for Edward Jones - Financial Advisor: Milda Esquivel?
They are open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends. Additional appointments are by appointment only on Monday through Thursday.
How can I contact Edward Jones - Financial Advisor: Milda Esquivel?
You can contact them by phone at +1 831-647-9861 or via email at milda.esquivel@edwardjones.com.
Does Edward Jones - Financial Advisor: Milda Esquivel offer online scheduling?
Yes, you can make an appointment through their online reservation page.
What languages are spoken at Edward Jones - Financial Advisor: Milda Esquivel?
Their services are provided in English.
Are there any nearby financial services to Edward Jones - Financial Advisor: Milda Esquivel?
Nearby financial services include Bridget Villicana (mortgage broker), Wells Fargo Home Mortgage, CrossCountry Mortgage, LLC, and Northwestern Mutual - Monterey.
What nearby healthcare facilities are close to Edward Jones - Financial Advisor: Milda Esquivel?
Nearby healthcare facilities include Wellspring Natural Health, Everside Health Altais Monterey Ryan Ranch, Mindpath Health Psychiatrists & Therapists, and Apria Healthcare.
Are there educational or child services near Edward Jones in Monterey?
Yes, Excelligence Learning Corporation (a toy store focused on educational products) and Ohana Center for Child and Adolescent Behavioral Health are nearby.
How can customers visiting Edward Jones benefit from nearby points of interest?
Clients can easily access nearby mortgage brokers for home financing, visit local healthcare providers for wellness needs, or explore educational resources like Excelligence Learning Corporation before or after consultations.