Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Dareth C Luna
3706 Atherton Road, Rocklin, CA
95765, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Dareth C Luna
What services does Edward Jones - Financial Advisor: Dareth C Luna offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Dareth C Luna located?
They are located at 3706 Atherton Road, Suite 120, Rocklin, CA 95765, USA.
How can I schedule an appointment with Dareth C Luna?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dareth-luna/contact/.
What are some of the specialties offered by Dareth C Luna at Edward Jones?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are supported by Edward Jones - Financial Advisor: Dareth C Luna?
They provide services primarily in English.
How can I contact Edward Jones - Financial Advisor: Dareth C Luna by phone or email?
You can call them at +1 916-999-5451 or +1 916-626-4103, or email at dareth.luna@edwardjones.com.
Are there any nearby medical services close to Edward Jones' location?
Yes, nearby medical facilities include Gameday Men's Health Rocklin and Heritage Oak Dental, providing convenient options for health care visits before or after your financial appointment.
What nearby recreational or entertainment options are available around Edward Jones?
Warrior Arena, a basketball court and concert venue, is nearby, making it a great place to visit after your financial consultation.
Can nearby businesses help with insurance and real estate needs around Edward Jones?
Yes, nearby businesses like Duane Benefits Solution for insurance and Rocklin Mortgage Broker or Joshua Helsel Realtor for real estate services can complement your financial planning needs.
Is Edward Jones - Financial Advisor: Dareth C Luna accessible in the Pacific time zone?
Yes, the office operates in the America/Los_Angeles timezone, which is Pacific time.