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: Nelson Pamplona
501 Harbor Street, Morro Bay, CA
93442, United States
Hours
Reviews
4.0
4 reviews
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3
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1 star
1
- CBChris BathOct 20, 20255.0After meeting Nelson I decided to move my entire portfolio to his office. He was clear and broke down the strategies allowing me to understand which path to take under Nelson’s guidance. Very happy I made the switch to Nelson!
- BBB Reveley (BnJmn42)Oct 17, 20255.0As a small budget investor I have gained much understanding and confidence navigating investment. Nelson’s calm practical demeanor and depth of knowledge is comforting.
- SDSteve DinielliOct 9, 20255.0Nelson is much more than a financial advisor; his depth of knowledge has helped secure long-term financial success for many of our mutual clients. His unique blend of expertise and genuine care has been instrumental in guiding clients through complex financial decisions. Finding a true fiduciary to help you plan for financial success is invaluable; finding one that you can call a friend, priceless!
- SWSquish WolfySep 11, 20251.0Very rude. Ableist. Did not work patiently to find a solution to the situation at hand. Very Unprofessional.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nelson Pamplona
What types of financial services does Edward Jones - Financial Advisor: Nelson Pamplona offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face tailored financial advice.
What are the regular business hours for Edward Jones - Financial Advisor: Nelson Pamplona?
The office is open Monday through Thursday from 7:30 AM to 4:00 PM, and on Friday from 7:30 AM to 3:30 PM. It is closed on weekends except by appointment on Saturdays.
Can I schedule an appointment online with Nelson Pamplona at Edward Jones?
Yes, you can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/nelson-pamplona/contact/.
What languages are spoken by the financial advisor at this Edward Jones office?
English is the language spoken at this location.
What is the contact phone number and email for Edward Jones - Financial Advisor: Nelson Pamplona?
You can call them at +1 805-772-6188 or email nelson.pamplona@edwardjones.com.
Where is Edward Jones - Financial Advisor: Nelson Pamplona located?
Their office is located at 501 Harbor Street, Morro Bay, California, 93442, USA.
Are there any wellness or spa services near Edward Jones - Financial Advisor: Nelson Pamplona where I could relax before or after my appointment?
Yes, nearby spas include Spa By The Bay, Strandz Salon & Spa, Healing Solutions Massage & Restorative Therapies, and Morro Bay Massage Therapy, offering massage and wellness services.
What local amenities near Edward Jones can help with postal and shipping needs?
The United States Postal Service post offices are nearby, convenient for mailing or shipping needs when visiting.
Are there any nearby places where I can enjoy a meal or a drink around Edward Jones - Financial Advisor: Nelson Pamplona?
Yes, Morro Bay Nutrition offers smoothies and juices, and there are local eateries like Something's Cooking Catering nearby for American cuisine.
What online tools does Edward Jones provide to help with retirement planning?
Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.