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: Colin P Smith, CFP®|CPWA®
905 Calle Amanecer, San Clemente, CA
92673, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA®
What services does Edward Jones - Financial Advisor: Colin P Smith, CFP®|CPWA® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours of Edward Jones - Financial Advisor: Colin P Smith?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Colin P Smith located?
The office is located at 905 Calle Amanecer, Suite 260, San Clemente, CA 92673, USA.
How can I contact Edward Jones - Financial Advisor: Colin P Smith?
You can reach them by phone at +1 949-694-3509 or email colin.smith@edwardjones.com.
Is there a way to book a consultation with Colin P Smith online?
Yes, you can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/colin-smith/contact/.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones offers an iOS app available on the App Store and an Android app on Google Play to manage investments and view account information.
Which nearby places can help with related financial services when visiting Edward Jones?
Sunwest Bank is nearby and offers banking and financial services which could complement your experience at Edward Jones.
What medical services are available near Edward Jones - Financial Advisor: Colin P Smith?
Nearby medical and wellness services include MEDHERO Health, Medhero Urgent Care, Ocean View Dental Care, and San Clemente Smiles for your health and dental needs.
Are there dining options close to Edward Jones in San Clemente?
Yes, Kahler Grand Grille, an Italian restaurant, is nearby where you can enjoy a meal before or after your appointment.
What should I know about Edward Jones’ approach to privacy and data protection?
Edward Jones is committed to protecting your data and provides details about their privacy and security practices on their Privacy and Security page.