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: Jeremy Rich, CFP®|AAMS®
195 S Broadway St, Orcutt, CA
93455, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy Rich, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Jeremy Rich 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.
What are the regular business hours for Edward Jones - Financial Advisor: Jeremy Rich?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays, although Saturdays are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Jeremy Rich?
You can reach them by phone at +1 805-934-7863 or email at jeremy.rich@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jeremy Rich located?
Their office is located at 195 S Broadway St, Suite #103 in Orcutt, CA 93455, USA.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Jeremy Rich?
Yes, appointments can be scheduled online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/jeremy-rich/contact/
What languages are spoken at Edward Jones - Financial Advisor: Jeremy Rich?
English is the primary language spoken at this office.
Are there any nearby financial services around Edward Jones - Financial Advisor: Jeremy Rich?
Yes, nearby financial services include James Valente, another financial advisor, and Pacific Trust Mortgage, a mortgage broker. Customers can consult these businesses for complementary financial needs such as mortgages or investing.
What are some local dining options near Edward Jones - Financial Advisor: Jeremy Rich?
Nearby restaurants include Jack's In Old Orcutt, Patricio's Pizza, and Cups & Crumbs cafe. These spots are convenient for clients who wish to grab a meal or coffee before or after a consultation.
Are there any recreational or entertainment venues near the Edward Jones office?
Yes, there are several nearby places such as Old Town Biergarten and Naughty Oak Brewing Company, offering great spots to relax and enjoy local brews after business hours.
Where can Edward Jones clients find beauty and wellness services near the Orcutt office?
Clients looking for beauty services can visit nearby salons such as Talk Of The Town Hair Studio, The Lash & Beauty Loft, or Adore Salon and Day Spa for hair and spa treatments.