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: Jim Moffatt
2120 Golden Hill Rd, Paso Robles, CA
93446, United States
Hours
Reviews
5.0
2 reviews
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- EAEugene AlleyApr 3, 20225.0Jim knows his stuff and is very personable. He has helped us with our retirement goals for almost ten years making our dreams attainable.
- QTQueen ToniaSep 28, 20195.0Great financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Moffatt
What services does Edward Jones - Financial Advisor: Jim Moffatt offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Jim Moffatt located?
It is located at 2120 Golden Hill Rd, Ste 101, Paso Robles, CA 93446, United States.
What are the operating hours for Edward Jones - Financial Advisor: Jim Moffatt?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jim Moffatt?
You can contact them by phone at +1 805-226-9472 or via email at jim.moffatt@edwardjones.com.
Does Edward Jones offer any online tools to plan for my retirement?
Yes, Edward Jones offers a Retirement Savings Calculator that you can try to see if you're retirement ready.
Are there any mobile apps available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS devices through the Google Play Store and Apple App Store respectively.
Which nearby medical services can I find near Edward Jones - Financial Advisor: Jim Moffatt?
Nearby medical services include Central Coast Medical Aesthetics (medical spa), Dr. John Justin Davis M.D. (family practice), Pacific Diagnostic Laboratories (diagnostic services), and Lisa Lu Davis (dentist and physical therapy).
What nearby transportation or car rental services are accessible to Edward Jones clients?
Enterprise Rent-A-Car is a nearby car rental agency and truck rental service that can help clients with transportation needs when visiting Edward Jones.
Are there any dining or coffee options near Edward Jones - Financial Advisor: Jim Moffatt?
Yes, nearby dining options include Bronco Burger, an American restaurant, and Cloud 9 Coffee, a local coffee shop, great for grabbing a meal or a drink before or after your appointment.
Which financial competitors are similar to Edward Jones - Financial Advisor: Jim Moffatt?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which also provide financial advisory and investment management services.