Edward Jones - Financial Advisor: Gary Kneifl, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
5.03 reviews
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: Gary Kneifl, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
3007 Douglas Boulevard, Roseville, CA
95661, United States
Hours
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- JEJayva EspinozaNov 7, 20185.0Gary is always super friendly and knowledgeable; and Penny is just as amazing. If you’re going to trust anyone with your money, these are the people to go to.
- PMPitt MillerAug 14, 20185.0Gary will take the time and effort to find out what is most important to you and your family. He has a proven track record with me and I would highly recommend you meet with Gary!
Frequently Asked Questions About Edward Jones - Financial Advisor: Gary Kneifl, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
What type of services does Edward Jones - Financial Advisor Gary Kneifl offer?
The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor Gary Kneifl?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, visits are by appointment only.
Where is Edward Jones - Financial Advisor Gary Kneifl located?
The office is located at 3007 Douglas Boulevard, Suite 145, Roseville, CA 95661, USA.
How can I contact Edward Jones - Financial Advisor Gary Kneifl?
You can contact the office by phone at +1 916-791-5663 or email at gary.kneifl@edwardjones.com.
Does Edward Jones - Financial Advisor Gary Kneifl support multiple languages?
Services are offered in English.
How can clients schedule an appointment with Edward Jones - Financial Advisor Gary Kneifl?
Appointments can be scheduled via the online contact page at https://www.edwardjones.com/us-en/financial-advisor/gary-kneifl/contact/.
What competitors does Edward Jones - Financial Advisor Gary Kneifl have in the area?
Local competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What financial services companies are located near Edward Jones - Financial Advisor Gary Kneifl?
Nearby financial services companies include Cook CPA Group and Causeway Strategic Financial Advisors, which clients might also consider for accounting or advisory needs.
What dining options are available near Edward Jones - Financial Advisor Gary Kneifl?
Pete's Restaurant & Brewhouse - Granite Bay is nearby and could be a good place for clients to enjoy a meal before or after their appointment.
Are there other real estate or mortgage services nearby Edward Jones - Financial Advisor Gary Kneifl?
Yes, several nearby real estate agents and mortgage brokers, such as First National Lending Group, Inc. and Lynette Hjerpe from Stanford Mortgage, are located close by for clients interested in property investments or financing.