Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: James P Needy
6165 Greenwich Dr, San Diego, CA
92122, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: James P Needy
What financial services does Edward Jones - Financial Advisor: James P Needy offer?
The advisor offers financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: James P Needy located?
The office is located at 6165 Greenwich Dr, Suite 120, San Diego, CA 92122, USA.
How can I schedule an appointment with James P Needy?
You can schedule an appointment through the reservation link on Edward Jones's website or by contacting them directly.
What are the office hours for Edward Jones - Financial Advisor: James P Needy?
The office is open during regular business hours and is available by appointment only on Saturdays.
What retirement and savings plans does James P Needy specialize in?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does James P Needy offer services in languages other than English?
Services are offered in English.
Are there any apps available to access Edward Jones services?
Yes, there are both iOS and Android apps available for Edward Jones.
Can you tell me about nearby places to Edward Jones - Financial Advisor: James P Needy where I can get insurance or legal advice?
Nearby places include Vanorsdale Insurance Services for insurance, and Alexander & Associates, Law Offices of David C. Beavans, and Strazzeri Mancini LLP for legal and financial services.
Are there educational institutions near the Edward Jones office for continuing education or workshops?
Yes, UCSD Extended Studies - University City Center and UC San Diego Extended Studies are nearby and offer educational programs.
Can I find places to eat healthy meals near the Edward Jones office?
The Greenspot Salad Company Governor Park is a nearby restaurant offering health food and salad options, ideal for a meal before or after your appointment.