Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Heidi Boynton, WMCP®
If you are a strong, independent, single female, Heidi will confuse that as you coming across better than. Never met a financial advisor that actually looked down on me for buying and selling a house by myself but Heidi did not appreciate that independence. She said I came across as "better than". Heidi knocks other women down to make herself feel better. She also is not that versed in actual market trends. She relies on her software systems to do her job for her. Not a girl's girl at all.
SO, if you are looking for a woman advisor that supports financial independence, look for someone that has obtained that. She isn't it.
Frequently Asked Questions About Edward Jones - Financial Advisor: Heidi Boynton, WMCP®
What services does Edward Jones - Financial Advisor: Heidi Boynton offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the office hours for Edward Jones - Financial Advisor: Heidi Boynton?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, they are open by appointment only.
Where is Edward Jones - Financial Advisor: Heidi Boynton located?
The office is located at 6030 West Oaks Blvd, Suite 130, Rocklin, CA 95765.
How can I contact Heidi Boynton at Edward Jones?
You can reach Heidi Boynton by phone at +1 916-782-4646 or via email at heidi.boynton@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: Heidi Boynton?
Yes, you can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/heidi-boynton/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Heidi Boynton?
The office communicates in English.
What nearby insurance agencies are close to Edward Jones - Financial Advisor: Heidi Boynton?
Nearby insurance agencies include Comparion Insurance Agency, John Tinker, Liberty Mutual Insurance, Brown & Brown Insurance Brokers of Sacramento, Inc., Cover My Events, Employers Select Insurance Services, Justin Costello - State Farm Insurance Agent, and WSB Rocklin Financial Center.
Are there any counseling or mental health services near Edward Jones - Financial Advisor: Heidi Boynton?
Yes, nearby counseling and mental health services include the Center for Autism and Related Disorders, Brianne LoTempio, Healing Den Counseling, Koru Counseling Center, and Sonja Reinecke, MA, LMFT.
What recreational spots are near Edward Jones - Financial Advisor: Heidi Boynton?
Kathy Lund Community Park is nearby, offering park facilities and recreational opportunities.
How might nearby real estate services complement a visit to Edward Jones - Financial Advisor: Heidi Boynton?
Nearby real estate services such as Easy Apartments Buyer, Prato Real Estate, and Gene & Bernie - The Home Mortgage Gurus can assist clients looking for real estate investment opportunities, complementing financial advising services.