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: Jon Zeller, AAMS®
517 13th St, Paso Robles, CA
93446, United States
Reviews
5.0
1 reviews
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- SSSkydive ShadowFeb 6, 20255.0I have used Jon for several years. I like the flexibility and control I have over my investments. His recommendations have been pretty spot on and I am pleased to celebrate above average returns on my investments year over year.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jon Zeller, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Jon Zeller, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
How can I contact Edward Jones - Financial Advisor: Jon Zeller, AAMS®?
You can reach them by phone at +1 805-237-2044 or email jon.zeller@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jon Zeller, AAMS® located?
It is located at 517 13th St, Paso Robles, CA 93446, United States.
Does Edward Jones have an app for managing investments?
Yes, they offer apps available on iOS and Android for managing investments and accessing financial advice.
How can I schedule an appointment with Jon Zeller at Edward Jones?
You can book a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jon-zeller/contact/.
What languages are supported at Edward Jones - Financial Advisor: Jon Zeller, AAMS®?
Services are provided in English.
What are some nearby financial-related services close to Edward Jones in Paso Robles?
Nearby financial-related services include Sousa and Company, LLP CPA's for tax and accounting, KD Capital Mortgage for mortgage and real estate services, and Stifel offering investment and insurance services.
Are there any nearby real estate agencies close to Edward Jones where I can find properties?
Yes, Attune Real Estate, The Wine Country Team, Alicia DiGrazia at Re/max Parkside Real Estate, John Donaldson Realtor®, Michael Massey, and Lorelei Komm all operate nearby offering real estate and appraisal services.
What local attractions can I visit near Edward Jones - Financial Advisor: Jon Zeller?
You can visit the Paso Robles Children's Museum nearby, which offers family-friendly arts and entertainment experiences.
What should I consider doing before or after my visit to Edward Jones in Paso Robles?
While in the area, consider visiting nearby places such as Avalon Hair Studio for beauty treatments or Plymouth Congregational Church and St. James Episcopal Church for religious services or community events before or after your financial consultation.