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: Justin Gomez, CFP®|CIMA®
1721 1st St, Napa, CA
94559, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
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3 stars0
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1 star
1
- NKNadia KinkadeSep 18, 20255.0Justin has managed my accounts for years and I’m thrilled with the exceptional service from Justin and his team.
- JRJulia RockSep 14, 20215.0Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!
- AAAnne AldridgeApr 14, 20211.0When I called Mr. Gomez office I had the misfortune to get Jennifer on the line. She laughed at my statements and ended the call. I decided her boss should be aware of my experience. I called back and told her I would like to speak to her boss, She refused, i pressed further and said will I have to email him and she said “go ahead but I will not give you his email”she then apologized by saying “I am so sorry I laughed but you sounded so miserable that I laughed” I responded you laugh at others Misery? She was making a bad situation worse. I simply called to ask a questions to see if possibly my financial advisor was a rare bread in lack of customer service. Unfortunately it is how they are trained if Jennifers behavior is acceptable. I regret ever putting my money with this company. I will be surprised if Mr. Gomez calls me back, Jennifer was confident that he would not be able to help me with my simple questions. I wanted to interview Mr. Gomez to see if I could move my money to him with confidence. One would think that ALL Edward Jones employees would be familiar with the protocol of their business and able to answer a quick question about moving money. Jennifer was confident that Mr. Gomez would not know how to do this simple task. If the CEO of Edward Jones sees this review It would be wonderful to speak to someone who is interested in keeping a client happy and trying to hold on to the account. Sincerely, Anne Aldridge
Frequently Asked Questions About Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®
What financial services does Edward Jones - Financial Advisor: Justin Gomez provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Justin Gomez?
The office is open Monday and Friday from 9:00 AM to 5:00 PM, Tuesday to Thursday from 9:00 AM to 5:30 PM, and is closed on Saturdays and Sundays. Saturdays are by appointment only.
How can I contact Justin Gomez, the financial advisor at Edward Jones?
You can contact Justin Gomez by phone at +1 707-927-3397 or via email at justin.gomez@edwardjones.com.
Where is Edward Jones - Financial Advisor: Justin Gomez located?
The office is located at 1721 1st St, Napa, CA 94559, United States.
How can I schedule an appointment with Justin Gomez at Edward Jones?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/justin-gomez/contact/
Which nearby financial institutions might assist clients before or after visiting Edward Jones in Napa?
Clients can also visit nearby financial institutions such as Redwood Credit Union and the Bank of America ATM for banking needs before or after their consultation.
Are there real estate services near Edward Jones that clients might find useful?
Yes, nearby real estate services include Jane Barker - Berkshire Hathaway Home Services and Adam Ghisletta Pinnacle Realty Advisors, which can assist clients with property management and real estate needs.
What local attractions or tours near Edward Jones could clients visit around Napa?
Clients can enjoy local attractions such as Napa Porchfest music venue or take scenic tours with Dynamic Napa Wine Tours, Beau Wine Tours, and Napa Valley Wine Trolley close to Edward Jones.
Does Edward Jones - Justin Gomez offer multilingual services?
The services are provided in English.
What online resources are available for clients of Edward Jones to plan their retirement?
Clients can use the Edward Jones retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help prepare for their future.