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: Steven M Felton
1560 Mesa Rd, Nipomo, CA
93444, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven M Felton
What services does Edward Jones - Financial Advisor: Steven M Felton provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Steven M Felton located?
The office is located at 1560 Mesa Rd, Suite 300, Nipomo, CA 93444, USA.
What are the business hours for Edward Jones - Financial Advisor: Steven M Felton?
They are open Monday through Thursday from 9:00 AM to 4:00 PM, and on Friday from 9:00 AM to 1:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Steven M Felton for financial advice?
You can call them at +1 805-929-1294 or email steven.felton@edwardjones.com.
Can I book a consultation with Steven M Felton online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/steven-felton/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Steven M Felton?
Services are provided in English.
Are there any nearby restaurants where I can dine before or after my appointment?
Yes, nearby restaurants include Monarch Dunes Butterfly Grille, The Butterfly Grille, Adelina's Bistro, and Trilogy At Monarch Dunes, offering American and French dining options.
What nearby fitness or recreational facilities are close to the Edward Jones office?
Nearby fitness and recreational options include Monarch Club Fitness Center, Monarch Club Swimming Pool, Jim DeLaby Golf, Monarch Dunes Golf Club, and Rory Doll Golf Academy.
Are there any medical or health facilities near Edward Jones - Financial Advisor: Steven M Felton?
Yes, nearby health facilities are Dignity Health Laboratories - Monarch Village, Monarch Village Health Center, and Scott H Davis medical practice.
What types of financial products and specialties does Steven M Felton focus on?
He specializes in stocks and bonds, investment management, and comprehensive financial advisory services.