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: David S Peterson, CFP®
12750 Carmel Ctry Rd, San Diego, CA
92130, United States
Hours
Reviews
4.9
44 reviews
5 stars
42
4 stars
1
3 stars0
2 stars
1
1 star0
- JTJakob TravisFeb 11, 20255.0I cannot recommend David and Hengameh enough. Exceptionally professional and treat you like family. Trustworthy. Intelligent. And of course, very good at their jobs.
- SPSteven PetersonMay 28, 20215.0David takes the time to get to know you and then plans for a successful journey towards your retirement. Very professional and knowledgeable in the realm of investing. Thank you David!
- FOForest OwenApr 14, 20215.0I can not recommend David Peterson enough if you are looking to increase your financial situation. He is extremely professional and good at what he does. He has personal helped me become more financially free over the years. Not only does he help me with my investments but he does so in a way that I understand and helps clearly explain what it happening. I have 100% confidence and trust in his ability with my investments with David, he is very very good at what he does and my wife and I are nothing but thankful for his financial investment direction in our life.
- JLJennifer LinnAug 5, 20195.0David is very knowledgeable, helpful and honest. I feel so comfortable with him and know I’m in good hands. Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: David S Peterson, CFP®
What services does Edward Jones - Financial Advisor: David S Peterson, CFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: David S Peterson, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David S Peterson, CFP®?
You can contact them by phone at +1 858-758-3188 or by email at david.peterson@edwardjones.com.
Where is Edward Jones - Financial Advisor: David S Peterson, CFP® located?
The office is located at 12750 Carmel Country Road, Suite 208, San Diego, CA 92130, USA.
Is it possible to schedule a consultation with David S Peterson online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/david-peterson/contact/.
What languages are spoken by Edward Jones - Financial Advisor: David S Peterson, CFP®?
They provide services in English.
Which competitors operate in the same financial advisory space as Edward Jones - Financial Advisor: David S Peterson, CFP®?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any nearby dining options if I visit Edward Jones at Carmel Country Road?
Yes, nearby dining options include Ming Court Restaurant, a Chinese restaurant, and Katana Sushi, a Japanese restaurant, perfect for a meal before or after your visit.
What other services and shops are close to Edward Jones for convenience?
Close by are Carmel Liquor Deli, Del Mar Floral & Gifts, and Carmel Country Plaza shopping center, which offer convenient access to groceries, gifts, and shopping while visiting.
Are there any health or wellness facilities near Edward Jones - Financial Advisor: David S Peterson, CFP®?
Yes, nearby health services include Carmel Heights Dentistry, Schaffer Dental Excellence, Results Chiropractic, and Acupuncture & Oriental Medicine for your dental and wellness needs.