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: Jenica M Bertalan, CFP®
2907 Shelter Island Drive, Point Loma, CA
92106, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jenica M Bertalan, CFP®
What is the address of Edward Jones - Financial Advisor: Jenica M Bertalan, CFP®?
The office is located at 2907 Shelter Island Drive, Suite 106, Point Loma, CA 92106, United States.
What are the office hours for Edward Jones - Financial Advisor: Jenica M Bertalan, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
What services does Jenica M Bertalan offer at Edward Jones?
Services include personalized financial advising, investment management, stock and bond brokerage, and retirement planning.
How can I contact Jenica M Bertalan at Edward Jones?
You can reach her by phone at +1 619-810-5982 or +1 619-222-0375, or by email at jenica.bertalan@edwardjones.com.
In which language are services offered at this Edward Jones location?
Services are offered in English.
Where can I book a consultation with Jenica M Bertalan?
You can book a consultation via the Edward Jones contact page at https://www.edwardjones.com/us-en/financial-advisor/jenica-bertalan/contact/.
Are there any apps related to Edward Jones for managing investments?
Yes, Edward Jones has mobile apps available for Android and iOS devices to help manage investments and consult on the go.
What nearby dining options are available close to the Edward Jones office?
Nearby dining includes Z&F Chinese Food, Meet Dumpling, The Wine Pub, Supannee House of Thai, and Juno's Point Loma, offering a variety of Asian cuisines, wine bars, and cafes.
What nearby amenities can I visit when I come to Edward Jones in Point Loma?
You can visit the Haute Spa Salon for relaxation, Wildlife Madagascar park for nature, or get hair services at Bernadette Bueno Hair salon nearby.
Are there any financial or related services close to Edward Jones at 2907 Shelter Island Drive?
Yes, nearby financial and related services include Zachan Insurance Agency, United Debt Relief, and Western Union for insurance, debt counseling, and money transfer needs respectively.