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: Marisa C Otto, CFP®
275 Tennant Avenue, Morgan Hill, CA
95037, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Marisa C Otto, CFP®
What kind of financial services does Edward Jones - Financial Advisor: Marisa C Otto, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face tailored financial advice.
Where is Edward Jones - Financial Advisor: Marisa C Otto, CFP® located?
The office is located at 275 Tennant Avenue, Suite 205, Morgan Hill, CA 95037, USA.
What are the office hours for Marisa C Otto's Edward Jones financial advisory?
The office is open Monday to Thursday from 8:30 AM to 4:00 PM and Friday from 8:30 AM to 12:00 PM. It is closed on Saturdays and Sundays.
How can I contact Marisa C Otto at Edward Jones?
You can reach Marisa C Otto by phone at +1 408-778-4400 or email her at marisa.otto@edwardjones.com.
How can I schedule an appointment with Marisa C Otto?
Appointments can be made online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/marisa-otto/contact/.
Is there an app that Edward Jones clients can use for managing their investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to manage your investments.
What languages are spoken at Edward Jones - Financial Advisor: Marisa C Otto, CFP®?
Services are offered in English.
What nearby places can I visit after meeting with Marisa C Otto at Edward Jones?
Nearby places include the Morgan Hill Senior Citizens Center FND, Spinaca Farms farmers market, and R & R Wellness Studio for massages and holistic treatments, providing great options to complement your visit.
Are there any other financial services near Edward Jones in Morgan Hill?
Yes, there is another Edward Jones financial advisor, Anusha Sapharu, located nearby offering similar financial services.
How can nearby places help me when visiting Edward Jones - Financial Advisor: Marisa C Otto, CFP®?
Nearby amenities like the Bank of America Mortgage and several real estate agents can assist with mortgage and real estate needs, while parking and local automotive services such as FasterLube Complete Auto Service make your visit convenient.