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: Kevin A Charter, CFP®|ChFC®|RICP®
414 N Mt Shasta Blvd, Mt Shasta, CA
96067, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin A Charter, CFP®|ChFC®|RICP®
What services does Edward Jones - Financial Advisor: Kevin A Charter provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Kevin A Charter?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, and by appointment only on Fridays. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Kevin A Charter located?
The office is located at 414 N Mt Shasta Blvd, Mt Shasta, CA, 96067, USA.
How can I contact Edward Jones - Financial Advisor: Kevin A Charter?
You can contact the office by phone at +1 530-926-5711 or via email at kevin.charter@edwardjones.com.
Is it possible to schedule a consultation with Kevin Charter online?
Yes, you can schedule a consultation online via the Edward Jones contact page for Kevin Charter.
What languages are spoken at Edward Jones - Financial Advisor: Kevin A Charter?
English is the language spoken at this office.
Are there any art galleries near Edward Jones - Financial Advisor: Kevin A Charter?
Yes, nearby art galleries include Mei Drucker Art, Snow Creek Studios, and Shasta Clayworks Hotter Pottery, which you might visit when in the area.
What nearby dining options are available close to Edward Jones - Financial Advisor?
Nearby dining options include Baldovinos Wine Bar and Kitchen, Papa Murphy's Take 'N' Bake Pizza, and several bars like Mt. Shasta Vets Club and Roxy's Vets Club, great for grabbing a meal or drinks before or after your visit.
Are there any nearby places for relaxation and wellness near Edward Jones?
Yes, Sacred Mountain Spa and Ama Wellness Center nearby offer spa and holistic health services for relaxation and wellness.
How can nearby landmarks and parks help me plan my visit to Edward Jones - Financial Advisor?
You can enjoy nearby attractions like Parker Plaza park and the Volcanic Legacy Scenic Byway national park before or after your financial consultation to make the most of your visit to Mt Shasta.