Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Scott J Lee
4100 Newport Place, Newport Beach, CA
92660, United States
Reviews
5.0
1 reviews
5 stars
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1 star0
- CNClaire NaNov 13, 20255.0I highly recommend Scott as a financial advisor. He is incredibly knowledgeable and truly takes the time to understand your goals. He’s a great listener, very caring, and always responsive whenever questions come up. I feel confident and supported with every decision thanks to his guidance. A wonderful advisor to have in your corner!
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott J Lee
What services does Edward Jones - Financial Advisor: Scott J Lee provide?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Scott J Lee located?
Their office is at 4100 Newport Place, Suite 190, Newport Beach, CA 92660, USA.
How can I schedule an appointment with Scott J Lee?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-lee2/contact/.
What languages are supported by Edward Jones - Financial Advisor: Scott J Lee?
They provide services in English.
What specialities does Scott J Lee focus on?
Specialities include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Edward Jones - Financial Advisor: Scott J Lee?
You can call them at +1 949-250-8100 or email scott.lee2@edwardjones.com.
Are there any banking facilities near Edward Jones' office?
Yes, nearby are US Bank, U.S. Bank ATM, SMBC MANUBANK, and usbank, which can be convenient for your banking needs before or after your appointment.
Can I grab a coffee or a quick bite near Edward Jones - Financial Advisor: Scott J Lee?
Cafe Artys, a nearby cafe and coffee shop, is a great place to enjoy a coffee or sandwich before or after your visit.
Are there any educational institutions close to Edward Jones’ office?
American Liberty University (A.L.U.) is nearby, useful if you are interested in educational programs or financial advising related to education savings.
What online resources can help me learn more about IRAs?
Edward Jones features an informative page about IRAs at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras that you can visit to learn more.