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: Lisa K Rodriguez, AAMS®
2010 5th Avenue, Oroville, CA
95965, United States
Hours
Reviews
5.0
2 reviews
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- BNBuzz NatzkeOct 7, 20245.0Lisa Rodriguez has been our financial advisor and retirement fund manager for the last 8 years. She has done a fantastic job of managing our accounts and keeping us up to date on recommended changes in our investments. She has the best office staff in Cari and Michelle and we just could not be any happier with all of their efforts on our behalf.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS®
What services does Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS® provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management tailored to individual financial goals.
Where is Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS® located?
The office is located at 2010 5th Avenue, Mission Square, Oroville, CA 95965, USA.
What are the operating hours for Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS®?
Open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS®?
You can call them at +1 530-533-8820 or email lisa.rodriguez@edwardjones.com.
Is it possible to book a consultation online?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-rodriguez/contact/.
Are there mobile apps available for Edward Jones clients?
Yes, there are Edward Jones mobile apps available on Android and iOS platforms for client convenience.
What languages are supported at this Edward Jones location?
Services are provided in English.
What nearby healthcare services are close to Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS®?
Nearby healthcare options include Oroville Gentle Dentistry and Paradise Gentle Dentistry for dental care, as well as Table Mountain Physical Therapy and Tim Woodville's Orthotics & Prosthetics for physical therapy.
What dining options are available near Edward Jones' office?
Customers can enjoy meals nearby at Vallarta Grill, a Mexican and Latin American restaurant.
Are there other financial service providers near Edward Jones - Financial Advisor: Lisa K Rodriguez, AAMS®?
Yes, Alexis Giordano is another nearby financial advisor, and LibertyX Bitcoin Cashier offers financial services including ATM access.