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: Adam J Vale Cruz, AAMS®
12396 World Trade Dr, San Diego, CA
92128, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam J Vale Cruz, AAMS®
What services does Edward Jones - Financial Advisor: Adam J Vale Cruz offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Adam J Vale Cruz located?
The office is located at 12396 World Trade Dr, Suite 111, San Diego, CA 92128, USA.
What are the office hours for Edward Jones - Financial Advisor: Adam J Vale Cruz?
They are open Monday through Friday from 7:30 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Adam J Vale Cruz?
You can call at +1 619-296-3400 or email adam.valecruz@edwardjones.com.
Is it possible to schedule a meeting with Adam J Vale Cruz online?
Yes, appointments can be booked through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/adam-valecruz/contact/.
Are there mobile apps available for Edward Jones services?
Yes, there is an Android app available on Google Play and an iOS app available on the Apple App Store.
What languages are spoken at Edward Jones - Financial Advisor: Adam J Vale Cruz?
English is the language spoken at this office.
What nearby medical facilities might clients visit before or after meeting their financial advisor?
Clients might visit Senior Medical Associates or Mandeep Walia-Bhatia for medical needs, and 32 Dental Arts for dental care, which are near the Edward Jones office.
Are there nearby legal services if clients need legal advice alongside financial planning?
Yes, nearby legal services include Martinez & Schill, GQ Law, Fortin & Associates, Godkin and Brengle, Wagenknecht IP Law Group PC, Villasenor Law Offices, and the Law Offices of Steven Brian Davis.
What other financial advising services are located near Edward Jones?
Nearby financial advisors include Blake Gallion, CFP and Bjurstrom Wealth Management, which clients may consider for additional services.