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: Ivan Chen
1211 Maricopa Hwy, Ojai, CA
93023, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Ivan Chen
Where is Edward Jones - Financial Advisor: Ivan Chen located?
It is located at 1211 Maricopa Hwy, Suite 103, Ojai, CA 93023, USA.
What types of financial services does Edward Jones - Financial Advisor: Ivan Chen offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does the financial advisor Ivan Chen focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Ivan Chen?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/ivan-chen/contact/.
What languages are supported by Edward Jones - Financial Advisor: Ivan Chen?
They provide services in English.
How can I contact Edward Jones - Financial Advisor: Ivan Chen by phone or email?
You can call +1 805-646-6259 or email ivan.chen@edwardjones.com.
Are there any retail or grocery stores near Edward Jones in Ojai?
Yes, Vons is a nearby retail and grocery store where you can shop before or after your visit.
Which dining options are near Edward Jones - Financial Advisor in Ojai?
Nearby dining options include Gustos (formerly Ojai Valley Deli Cafe) and the Ojai Wine Festival, great places to relax after your appointment.
What other community or wellness services are close to Edward Jones - Financial Advisor in Ojai?
Close by are Bliss Always at Resonance Healing Center for holistic wellness and Ojai Family Fund for community support.
Is there convenient transportation or gas station options near Edward Jones - Financial Advisor in Ojai?
Yes, Shell and Ojai Gas stations are nearby, making it easy for clients to refuel while visiting.