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: Joe Trevino, CFP®|CEPA®|AAMS®
370 Highland Ave, Piedmont, CA
94611, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Trevino, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Joe Trevino offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: Joe Trevino located?
Their office is located at 370 Highland Ave, Suite 202, Piedmont, CA 94611.
What are the business hours for Edward Jones - Financial Advisor: Joe Trevino?
Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 1:00 PM. Closed on weekends.
How can I contact Joe Trevino for financial advice?
You can reach him by phone at +1 510-462-7384 or via email at joe.trevino@edwardjones.com.
Is there an online way to book an appointment with Joe Trevino?
Yes, you can schedule a consultation through their reservation website at https://www.edwardjones.com/us-en/financial-advisor/joe-trevino/contact/
Does Edward Jones offer mobile apps for managing investments?
Yes, they offer Android and iOS apps available on Google Play and the Apple App Store to manage your investments on the go.
What nearby financial institutions can I visit when visiting Edward Jones in Piedmont?
Nearby banks include Wells Fargo Bank, Bank of America Financial Center, and Piedmont Gas which offers gas and convenience services.
Are there any real estate agents or services close to Edward Jones in Piedmont?
Yes, several nearby real estate agents and agencies such as TwinHill Group, Doug Fuller Realtor, and Emily T Realty are close by for any property needs.
What local amenities can clients explore around the Edward Jones office?
Clients can visit Piedmont Park for recreation, or check out the Piedmont Community Church and Piedmont Veterans Hall for community events.
Who are some of Edward Jones advisor Joe Trevino's main competitors?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.