Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Donald M Swanson
Frequently Asked Questions About Edward Jones - Financial Advisor: Donald M Swanson
What services does Edward Jones - Financial Advisor: Donald M Swanson provide?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does the financial advisor Donald M Swanson focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Edward Jones - Financial Advisor: Donald M Swanson?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/donald-swanson/contact/.
Where is Edward Jones - Financial Advisor: Donald M Swanson located?
They are located at 16766 Bernardo Center Drive, Suite 108, San Diego, CA 92128, USA.
How can I contact Donald M Swanson via phone or email?
You can call +1 858-613-3604 or email donald.swanson@edwardjones.com.
Is there a mobile app available for Edward Jones services?
Yes, you can download the Edward Jones app from the Google Play Store and the Apple App Store.
What languages are spoken at Edward Jones - Financial Advisor: Donald M Swanson?
English is spoken at this location.
What nearby places might a financial client visit before or after their appointment?
Clients might visit local businesses like Shea Realty Group for real estate needs or Rancho Bernardo Dentistry for dental check-ups.
Are there any nearby health and wellness services near Edward Jones - Financial Advisor: Donald M Swanson?
Yes, nearby wellness services include Clement Physical Therapy, Grant Chiropractic & Sports Rehab, and Therapeutic Massage for physical therapy and rehabilitation.
What other financial services are located near Edward Jones - Financial Advisor: Donald M Swanson?
Nearby financial service providers include Edward Jones - Financial Advisor: Jason S Polk and Furman Michael B.