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: Katy Conser, CFP®
3609 Ocean Ranch Blvd, Oceanside, CA
92056, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Katy Conser, CFP®
What personalized investment services does Edward Jones - Financial Advisor Katy Conser offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Katy Conser located?
The office is located at 3609 Ocean Ranch Blvd, Suite 180, Oceanside, CA 92056, USA.
What are the office hours for Edward Jones - Financial Advisor Katy Conser?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor Katy Conser?
You can contact the office by phone at +1 760-414-1815 or via email at katy.conser@edwardjones.com.
Does Edward Jones - Financial Advisor Katy Conser have an online appointment booking option?
Yes, you can schedule a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/katy-conser/contact/.
What languages are spoken at Edward Jones - Financial Advisor Katy Conser?
Services are provided in English.
Are there any restaurants near Edward Jones - Financial Advisor Katy Conser where clients can dine before or after meetings?
Yes, clients can visit nearby restaurants such as Grandma's Restaurant, Felix's BBQ with Soul, Rosina's Italian Restaurant, Mangia e Bevi, or Oceanside Trupiano's for a meal.
What nearby medical facilities are accessible around Edward Jones - Financial Advisor Katy Conser?
Nearby medical centers include Family Medicine Oceanside Clinic, North Coastal Public Health Center, Kaiser Permanente, and LifeStance Health for mental health services.
Are there other financial or real estate services close to Edward Jones - Financial Advisor Katy Conser?
Yes, Eager Escrow and Ocean Ranch Real Estate are nearby, offering complementary real estate and escrow services.
What kind of financial products can I discuss with Edward Jones - Financial Advisor Katy Conser?
You can discuss various products including stocks and bonds, investment management, mutual funds, and financial advisory services tailored to your goals.