Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Yuriy Lavor, ChFC®|CEPA®|AAMS®
3031 Tisch Way, San Jose, CA
95128, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Yuriy Lavor, ChFC®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Yuriy Lavor offer?
Edward Jones - Financial Advisor: Yuriy Lavor offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Yuriy Lavor located?
It is located at 3031 Tisch Way, Suite 50, San Jose, CA 95128, USA.
How can I contact Edward Jones - Financial Advisor: Yuriy Lavor?
You can contact them by phone at +1 408-554-2533 or email at yuriy.lavor@edwardjones.com.
What financial specialties does Yuriy Lavor focus on?
He specializes in 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Yuriy Lavor?
Yes, appointments can be scheduled through their contact page: https://www.edwardjones.com/us-en/financial-advisor/yuriy-lavor/contact/.
What languages are supported by Edward Jones - Financial Advisor: Yuriy Lavor?
Services are provided in English.
Are there any useful tools for retirement planning provided by Edward Jones?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help plan your retirement.
What nearby legal services can I find close to Edward Jones - Financial Advisor: Yuriy Lavor?
Nearby legal services include The G Law Firm, The Law Offices of Julie Ann Sowards, Law Office of Ekaterina Berman, and Modern Family Law. These can assist clients with legal matters complementary to financial planning.
Which nearby educational and care services might be relevant for families visiting Edward Jones?
Nearby services include John F. Kennedy University for education and 1 Plus 1 Senior Care for personal and home healthcare, which might interest families managing their financial planning around education and elder care.
Are there nearby real estate services that could complement financial advising at Edward Jones?
Yes, nearby real estate agents and services such as Brad Le Real Estate, Redfin, METIS, and Legends Loans can assist clients looking to invest in property or understand real estate financing.