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: Travis Benjamin, CFP®
1001 Laurel Street, San Carlos, CA
94070, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Travis Benjamin, CFP®
What services does Edward Jones - Financial Advisor: Travis Benjamin, CFP® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and financial advisory services tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Travis Benjamin located?
The office is located at 1001 Laurel Street, Ste D, San Carlos, CA 94070, USA.
How can I contact Edward Jones - Financial Advisor: Travis Benjamin?
You can call at +1 650-631-5744 or email travis.benjamin@edwardjones.com for inquiries.
What are the office hours of Edward Jones - Financial Advisor: Travis Benjamin?
The office is open by appointment only on Mondays, Tuesdays, Wednesdays, Thursdays, and Fridays.
Does Edward Jones - Financial Advisor: Travis Benjamin provide an online appointment reservation option?
Yes, you can book an appointment online at https://www.edwardjones.com/us-en/financial-advisor/travis-benjamin/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones has mobile apps available on Android and iOS. You can download them from the Google Play Store and Apple App Store respectively.
Who are some competitors of Edward Jones in the financial advisory sector?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby medical services are close to Edward Jones - Financial Advisor: Travis Benjamin?
Nearby medical services include California Hearing Center, San Carlos Endodontics, Weil Eye Care Medical Center, and St Judes Childrens Research Hospital, which might be convenient for clients seeking healthcare in the area.
Are there dining options near Edward Jones - Financial Advisor: Travis Benjamin?
Yes, nearby dining includes Noelani's Island Grill, Coyotes Mexican Cantina, and Cinco De Mayo, perfect for grabbing a meal before or after your appointment.
What beauty and spa services are available near Edward Jones - Financial Advisor: Travis Benjamin?
Nearby beauty and spa services include Nails by Chau & Van, Angela's Nail & Spa, Savvy Skincare, BodyPresence Therapeutic Massage and Bodywork, The Studio Hair Salon, and TLC Nails & Foot Spa.