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: Kari D Allen
2210 Plaza Dr, Rocklin, CA
95765, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kari D Allen
What financial services does Edward Jones - Financial Advisor: Kari D Allen provide?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does Kari D Allen focus on as a financial advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Kari D Allen?
Appointments can be scheduled online through their contact reservation webpage.
What are the business hours for Edward Jones - Financial Advisor: Kari D Allen?
They are open by appointment and available on Saturdays by appointment only.
Where is Edward Jones - Financial Advisor: Kari D Allen located?
Their office is located at 2210 Plaza Dr, Suite 100, Rocklin, CA 95765, US.
What languages are spoken at this Edward Jones office?
English is spoken at this location.
Are there nearby financial service providers to Edward Jones - Kari D Allen?
Yes, nearby financial service providers include 'Hostbooks, Inc.', 'Asset Commercial Credit', and other Edward Jones advisors such as John R Copeland and David G Brockway.
What nearby places can offer additional insurance services?
Nearby insurance agencies include Nationwide Mutual Insurance Company, Neilson & Phillips Insurance Services, and Farmers Insurance - Scott Merin and Shaun Dashti.
Where can I find nearby dining options around Edward Jones - Kari D Allen's office?
Nearby dining options include Celestino's NY Pizza & Pasta, Chang Bros Chinese restaurant, Cha-Cha's Cocina Mexicana, and Catrina's Cantina Latin American restaurant.
Are there any nearby places for vehicle services close to Edward Jones - Kari D Allen?
Yes, nearby vehicle services include Smog 'N Go (emissions inspection and automotive repair), Jiffy Lube (oil change station), and Pure Conquest (car dealer and automotive parts).