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: Cody C Sloan, CFP®|AAMS®
970 Reserve Dr, Roseville, CA
95678, United States
Hours
Reviews
5.0
1 reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Cody C Sloan, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Cody C Sloan provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the operating hours of Edward Jones - Financial Advisor: Cody C Sloan?
Open Monday to Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM. Closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Cody C Sloan?
You can call the main phone number +1 916-238-1645, the alternate phone +1 916-772-4114, or email cody.sloan@edwardjones.com.
Where is Edward Jones - Financial Advisor: Cody C Sloan located?
The office is located at 970 Reserve Dr, Suite 150, Roseville, CA 95678, USA.
Is it possible to book an appointment with Cody C Sloan online?
Yes, you can schedule a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/cody-sloan/contact/.
What language is primarily spoken at Edward Jones - Financial Advisor: Cody C Sloan?
English is the primary language spoken at the office.
Are there other financial services nearby Edward Jones - Financial Advisor: Cody C Sloan?
Yes, nearby financial services include other Edward Jones locations, US Educational Financial Solutions, LEVEL Financing, Nationwide Mutual Insurance Company, and Grecu Capital Management.
What nearby places can I visit when attending a consultation at Edward Jones - Financial Advisor: Cody C Sloan?
You can visit nearby businesses such as Succeed.Net for electronics, Light Within Counseling for mental health services, or enjoy local real estate services like JTX Real Estate after your meeting.
How can nearby insurance agencies assist clients visiting Edward Jones - Financial Advisor: Cody C Sloan?
Nearby insurance agencies like Dr. David Smothers, Nationwide Mutual Insurance Company, and HUB International can provide complementary insurance advice alongside your financial planning needs.
What is the professional background of Cody C Sloan at Edward Jones?
Cody C Sloan is a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS®), offering expert financial advisory services.