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: Vi Chan, CFA®
10681 Foothill Blvd, Rancho Cucamonga, CA
91730, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Vi Chan, CFA®
Where is Edward Jones - Financial Advisor: Vi Chan, CFA® located?
It is located at 10681 Foothill Blvd, Ste 230, Rancho Cucamonga, CA 91730, US.
What are the regular business hours at Edward Jones - Financial Advisor: Vi Chan, CFA®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays and Saturdays except by appointment on Saturdays.
How can I schedule an appointment with Edward Jones - Financial Advisor: Vi Chan, CFA®?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/vi-chan/contact/.
What investment services does Edward Jones - Financial Advisor: Vi Chan provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, investment management, and financial advising.
Can I contact Vi Chan via email?
Yes, you can email Vi Chan at vi.chan@edwardjones.com for inquiries or support.
Does Edward Jones - Financial Advisor: Vi Chan offer any online tools or apps for clients?
Yes, Edward Jones provides mobile apps available on Android and iOS to help clients manage their investments and financial plans.
What language is primarily used for services at Edward Jones - Financial Advisor: Vi Chan?
Services are provided primarily in English.
What are some nearby real estate agencies around Edward Jones - Financial Advisor: Vi Chan?
Nearby real estate agencies include Realty Masters & Associates, Oscar Linares Real Estate Services, The Sandoval Team Realtors, Carol Ward, Modern Edge Real Estate, and Realty One Group among others.
Are there mortgage brokers or escrow services near Edward Jones - Financial Advisor: Vi Chan?
Yes, nearby mortgage brokers include HomeBridge Financial Services, Inc. and Star Max Realty, with Everest Escrow providing escrow services nearby.
How might nearby real estate and financial services benefit Edward Jones clients?
Clients can conveniently visit local real estate agents, mortgage brokers, and escrow services near Edward Jones to coordinate financial planning related to property investments and home purchases.