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: Wes Carlson, CFP®|AAMS®
300 James Way, Pismo Beach, CA
93449, United States
Hours
Reviews
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2 reviews
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- PJPismo JoesNov 19, 20215.0I have been investing with Wes for several years and Wes is one of the hardest working, most intelligent, and involved investment advisors on the central coast. His office manager Dru also reflects his ability to understand and communicate with people about the complexities of investment. When it comes to my nest egg he is the only person that I would trust to have my best interest at heart.
- TDTom “Tomás” DowlanOct 5, 20205.0As a retired bank president and former Certified Financial Planner I was looking for a financial advisor to manage my investment portfolio since I no longer wanted to put in the time and effort to monitor markets, do research, and implement a retirement plan. I also needed someone that my spouse and family would be comfortable with if I were to become incapacitated. Fortunately, we found Wes Carlson, Financial Advisor and Andrea Smith, Sr. Branch Office Administrator at Edward Jones. They provide excellent service, attention to details, outstanding advice, and good results. Best of all, Wes has provided peace of mind during difficult and challenging times and the family loves working with him and Andrea! Highly recommended!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Wes Carlson, CFP®|AAMS®
What services does Edward Jones - Financial Advisor Wes Carlson offer?
Edward Jones - Financial Advisor Wes Carlson provides financial advisory services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and personalized investment advice.
What are the business hours for Edward Jones - Financial Advisor Wes Carlson?
The office is open Monday to Friday from 9:00 AM to 4:00 PM. On Saturdays and Sundays, it operates by appointment only.
Where is Edward Jones - Financial Advisor Wes Carlson located?
The office is located at 300 James Way, Suite 180, Pismo Beach, CA 93449, USA.
How can I schedule an appointment with Wes Carlson?
You can schedule an appointment by visiting the Edward Jones contact page for Wes Carlson or by calling +1 805-773-9292.
Does Edward Jones - Financial Advisor Wes Carlson offer support in languages other than English?
The services are provided in English.
What is the best way to contact Wes Carlson by email?
You can reach Wes Carlson via email at wesley.carlson@edwardjones.com.
Are there any nearby financial services that complement Edward Jones - Financial Advisor Wes Carlson?
Yes, nearby financial services include Edward Jones - Financial Advisor Conner L Sandman and Brittingham Financial Group, which also provide financial advising and insurance services that could complement your financial planning needs.
What nearby businesses can I visit for insurance services around Edward Jones?
Rob Railsback - State Farm Insurance Agent and Brittingham Financial Group offer insurance agency services nearby, which may be helpful if you need insurance advice alongside financial planning.
Are there nearby real estate professionals that clients of Edward Jones might find useful?
Yes, numerous real estate agents and services such as Erich Salas Realtor, SLO Happy Homes, and Keller Williams are located nearby and can assist with real estate needs related to your financial plans.
How can visiting nearby places like Royalty Media or Casino Air benefit a client visiting Edward Jones?
Clients visiting Edward Jones can benefit from nearby businesses such as Royalty Media for marketing consultation and Casino Air for entertainment or services during their visit, making it convenient to combine errands or activities in the area.