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: Matt Yancey, CFP®
1122 Corporate Way, Sacramento, CA
95831, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Yancey, CFP®
What types of investment services does Edward Jones - Financial Advisor: Matt Yancey offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours of Edward Jones - Financial Advisor: Matt Yancey?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Matt Yancey located?
It is located at 1122 Corporate Way, Suite 100, Sacramento, CA, 95831, United States.
How can I contact Edward Jones - Financial Advisor: Matt Yancey via phone or email?
You can call at +1 916-443-3100 or email james.yancey@edwardjones.com for inquiries or appointments.
Can I book a consultation online with Edward Jones - Financial Advisor: Matt Yancey?
Yes, you can schedule a consultation via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/james-yancey/contact/.
Does Edward Jones - Financial Advisor: Matt Yancey offer multilingual services?
The primary language for services provided is English.
Are there any daycare or preschool facilities near Edward Jones - Financial Advisor: Matt Yancey?
Yes, Merryhill School Pocket and Merryhill Preschool are nearby, which could be convenient for clients with young children.
What healthcare services are available around Edward Jones - Financial Advisor: Matt Yancey's office?
Nearby healthcare providers include Nguyen Chiropractic Corporation, Crusade Specific Chiropractic, Kids Care Dental & Orthodontics, and Soft Touch Dentistry for chiropractic and dental care needs.
Are there any senior services near Edward Jones - Financial Advisor: Matt Yancey's location?
ACC Senior Services and ACC Greenhaven Terrace offer senior citizen services and retirement home options close to the office.
How can I download the Edward Jones mobile app for managing my investments?
The Edward Jones mobile app is available for download on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.