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: Lucy E Walther
4100 Newport Place, Newport Beach, CA
92660, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lucy E Walther
What services does Edward Jones - Financial Advisor: Lucy E Walther provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the office hours for Edward Jones - Financial Advisor: Lucy E Walther?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and on Friday from 8:30 AM to 1:00 PM. It is closed on weekends.
How can I contact Edward Jones - Financial Advisor: Lucy E Walther?
You can call them at +1 949-250-8100, fax at +1 714-551-3078, or email lucy.walther@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lucy E Walther located?
Their office is located at 4100 Newport Place, Suite 190, Newport Beach, CA, 92660, USA.
Is there an app to access Edward Jones services on mobile devices?
Yes, Edward Jones offers apps available on both Android and iOS platforms via the Google Play Store and Apple App Store respectively.
How can I schedule a consultation with Lucy E Walther at Edward Jones?
You can schedule a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/lucy-walther/contact/.
Which nearby places can assist with legal services around Edward Jones' office?
Nearby legal service providers include the Law Office of Susan A. Katzen, Winthrop Golubow Hollander, K&S Law Group, WHGC PLC, Bisnar Chase Personal Injury Attorneys, Robert Hartmann Law Firm, and Jeffrey M. Verdon Law Group, LLP.
What nearby financial institutions can clients visit around Edward Jones' office in Newport Beach?
Clients can find nearby financial institutions such as SMBC MANUBANK, Manufacturer's Bank, Spectrum Asset Management, Triad Investment Management, and First Citizens Bank ATM.
Are there places to grab a meal or coffee near Edward Jones - Financial Advisor: Lucy E Walther?
Yes, near the office you have Cafe Artys and Cafe Artys II, which offer sandwiches, coffee, and cafe options.
How can nearby real estate and mortgage services complement a visit to Edward Jones?
Nearby real estate agents like Aldo Tracy Real Estate and mortgage brokers like Maritza Camarena at LoanDepot and loanDepot can assist clients looking to invest in property, complementing financial planning services at Edward Jones.