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: Jeffrey R Bohn, CEPA®
5980 Stoneridge Drive, Pleasanton, CA
94588, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- JHjoe hoyleMay 23, 20225.0Very good
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®
What are the regular business hours for Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®?
The office is open Monday through Friday from 8:00 AM to 4:30 PM Pacific Time and is closed on Sundays. On Saturdays, services are available by appointment only.
Where is Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA® located?
The office is located at 5980 Stoneridge Drive, Suite 104, Pleasanton, CA 94588, United States.
What services does Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management through face-to-face consultations.
How can I schedule an appointment with Jeffrey R Bohn at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-bohn/contact/.
What is the best way to contact Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®?
You can contact them by calling +1 925-225-1055 or emailing jeff.bohn@edwardjones.com.
Are there mobile apps available for accessing Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms via Google Play and the Apple App Store.
Which nearby educational center could be useful for families visiting Edward Jones?
The Transition Learning Center, a tutoring and art school, is nearby and could be helpful for families seeking educational support.
Are there any nearby real estate agents close to Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®?
Yes, several nearby real estate agents such as Lori Kriens Real Estate-Coldwell Banker, David Johnson, Bay Area Realtor, and Pam Won - Coldwell Banker Residential Brokerage are close by and might be helpful if you are exploring property opportunities in the area.
What professional services are available near Edward Jones office in Pleasanton?
Nearby professional services include G.A. Rogers & Associates for executive search consulting, LNT Financial Services for financial services, and Private Tunnel for information technology solutions.
Is there any helpful online tool Edward Jones offers for retirement planning?
Yes, Edward Jones provides a Retirement Savings Calculator available online to help clients prepare for their financial future.