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: Damian Lima, CFP®|AAMS®
6556 Lonetree Blvd, Rocklin, CA
95765, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Damian Lima, CFP®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Damian Lima?
The office is open Monday through Friday from 8:00 AM to 4:00 PM Pacific Time and is closed on Sundays. It operates by appointment only on Saturdays.
How can I schedule an appointment with Damian Lima at Edward Jones?
You can schedule an appointment through their appointment contact page at https://www.edwardjones.com/us-en/financial-advisor/damian-lima/contact/ or by calling the main phone number at +1 916-586-7069.
Where is Edward Jones - Financial Advisor Damian Lima located?
The office is located at 6556 Lonetree Blvd, Suite 100, Rocklin, CA 95765, USA.
What types of financial services does Edward Jones - Damian Lima provide?
The services include personalized investment strategies such as stocks and bonds, retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.
What languages are spoken at this Edward Jones location?
The primary language spoken at this office is English.
How can I contact Damian Lima via email?
You can email Damian Lima at damian.lima@edwardjones.com.
Are there any insurance agencies near Edward Jones in Rocklin?
Yes, Trusted Medicare Answers and Trusted American Insurance Agency are nearby insurance agencies you might visit for additional insurance services alongside your financial planning.
If I need legal advice after financial planning, are there nearby law firms close to Edward Jones?
Yes, there are several law offices nearby, including Miller and Associates Attorneys, Law Office of Keegan & Myers, and Rosasco Law Group that provide legal and family law services.
What health and wellness services are available near the Edward Jones office?
Nearby you can find Placer Health and Wellness medical center, Bush Family Chiropractic, and Cater Galante Orthodontic Specialists covering a variety of healthcare needs.
Are there counseling or mental health services near Edward Jones in Rocklin?
Yes, Megan Paterson and Anthony Overbay provide counseling and mental health services close to the Edward Jones office.