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: Monique Neal
12540 Oaks N Dr, San Diego, CA
92128, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Monique Neal
What services does Edward Jones - Financial Advisor: Monique Neal provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Monique Neal located?
The office is located at 12540 Oaks N Dr, Ste A4, San Diego, CA 92128, USA.
What are the operating hours for Edward Jones - Financial Advisor: Monique Neal?
They are open Monday through Friday from 7:30 AM to 5:00 PM and are closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Monique Neal?
You can call them at +1 858-451-2001 or email monique.neal@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: Monique Neal?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/monique-neal/contact/.
Are there any online apps to manage investments with Edward Jones?
Yes, Edward Jones offers mobile apps available for Android and iOS for managing investments.
Can you recommend nearby places that a client might visit before or after a consultation at Edward Jones?
Clients can visit local spots such as Cafe Granada for a coffee, or the Rancho Bernardo Inn for a meal or relaxation after their consultation.
Are there recreational facilities near Edward Jones - Financial Advisor: Monique Neal?
Yes, Oaks North Golf Course and The Country Club of Rancho Bernardo are nearby for recreational activities.
Are there pet care services near Edward Jones - Financial Advisor: Monique Neal?
Yes, clients with pets can visit Aussie Pet Mobile for grooming or Rancho Bernardo Veterinary Clinic for veterinary services nearby.
What languages are spoken by Edward Jones - Financial Advisor: Monique Neal?
The advisor speaks English to serve clients.