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: Maksim Ivanchuk, CRPC™
9815 Carroll Canyon Rd, San Diego, CA
92131, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Maksim Ivanchuk, CRPC™
Who is Maksim Ivanchuk at Edward Jones?
Maksim Ivanchuk is a Certified Retirement Planning Counselor (CRPC™) and financial advisor at Edward Jones, providing personalized financial advising and investment management.
What services does Edward Jones - Financial Advisor Maksim Ivanchuk offer?
They offer financial advising, investment management, stock brokerage, and services including 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor Maksim Ivanchuk located?
The office is located at 9815 Carroll Canyon Rd, #106, San Diego, CA 92131, USA.
How can I schedule an appointment with Maksim Ivanchuk?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/maksim-ivanchuk/contact/ or by calling +1 858-566-4579.
What are the office hours for Edward Jones - Financial Advisor Maksim Ivanchuk?
The office is open by appointment only on Saturdays. For other days, consult directly for specific hours.
Does Edward Jones provide any online tools or apps for financial management?
Yes, Edward Jones offers mobile apps available on Android and iOS to help manage your investments and accounts conveniently.
Which languages are spoken by Edward Jones - Financial Advisor Maksim Ivanchuk?
English is spoken at this office.
What nearby businesses can clients visit before or after their appointment at Edward Jones?
Clients can visit nearby places like Todo Sushi, a Japanese restaurant, or Scripps Hair and Skin Gallery for beauty services before or after their financial appointments.
Are there other financial services providers near Edward Jones - Financial Advisor Maksim Ivanchuk?
Yes, nearby financial service providers include Edward Jones - Financial Advisor Ken Attorri and Corrine N Barroso with Ameriprise Financial Services, offering more options for financial advice.
How can nearby professional services complement a visit to Edward Jones?
Nearby professional services such as California Estate and Elder Law and San Diego Divorce Mediation & Family Law can assist clients with legal and estate planning, complementing financial planning done at Edward Jones.