Edward Jones - Financial Advisor: Allen Cordy, CFP®|ChFC®|RICP®|AAMS®
5.01 review
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: Allen Cordy, CFP®|ChFC®|RICP®|AAMS®
9444 Deschutes Rd, Palo Cedro, CA
96073, United States
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Frequently Asked Questions About Edward Jones - Financial Advisor: Allen Cordy, CFP®|ChFC®|RICP®|AAMS®
What services does Edward Jones - Financial Advisor: Allen Cordy provide?
Edward Jones - Financial Advisor: Allen Cordy offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Allen Cordy located?
The office is located at 9444 Deschutes Rd, Palo Cedro, CA 96073, United States.
How can I contact Edward Jones - Financial Advisor: Allen Cordy?
You can reach them by phone at +1 530-232-4373 or via email at allen.cordy@edwardjones.com.
Is Edward Jones - Financial Advisor: Allen Cordy currently open?
Yes, the business is currently open and operational.
What languages are supported at Edward Jones - Financial Advisor: Allen Cordy?
Services are offered in English.
Does Edward Jones - Financial Advisor: Allen Cordy offer any online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available online to help clients prepare for retirement.
Are there fitness centers near Edward Jones - Financial Advisor: Allen Cordy?
Yes, nearby fitness centers include Crossfit, Curves, and Country Strong Fitness, which can be convenient for clients looking to combine financial planning with personal wellness.
What local services are available near Edward Jones for insurance needs?
Nearby insurance agencies such as Haley Insurance Marketing Inc, Heather Saiki - Mutual of Omaha, Farmers Insurance, and Jefferson Aviation Insurance Solutions can assist with various insurance requirements alongside your financial planning.
Where can I find dining options near Edward Jones - Financial Advisor: Allen Cordy?
Nearby dining options include The Porch Palo Cedro, a cafe and Mexican restaurant ideal for clients wanting to grab a meal before or after their appointment.
What other professional services are located near Edward Jones - Financial Advisor: Allen Cordy?
Nearby professional services include Palo Cedro Family Dentistry for dental care, Maxim Physical Therapy for rehabilitation services, and George M. Lewellen for accounting and financial services, providing a comprehensive service area for clients.