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: Jim Haack, AAMS®
1347 Monterey Street, San Luis Obispo, CA
93401, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Haack, AAMS®
What are the general business hours for Edward Jones - Financial Advisor: Jim Haack, AAMS®?
The office is open Monday to Thursday from 9:00 AM to 4:00 PM, and Friday from 9:00 AM to 1:00 PM.
Do I need an appointment to meet with the financial advisor on weekdays?
Yes, meetings are by appointment only on Mondays through Fridays.
What types of financial services does Edward Jones - Financial Advisor: Jim Haack provide?
They offer retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
How can I schedule an appointment with Jim Haack at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-haack/contact/.
Where is Edward Jones - Financial Advisor: Jim Haack located?
The office is located at 1347 Monterey Street, San Luis Obispo, CA 93401, USA.
Is the Edward Jones office accessible in English only or are other languages spoken?
The services are provided in English.
What nearby amenities can I visit before or after my appointment at Edward Jones?
Nearby, you can visit Something Bridal for bridal needs, enjoy a relaxation session at Zen Den acupuncture and massage, or explore local art at Ian Smalleys - The Art of Cool Gallery.
Are there dining options close to Edward Jones - Financial Advisor: Jim Haack?
Yes, nearby dining options include Taqueria Santa Cruz Express for Mexican fast food, Papa's Thai Cafe for Thai cuisine, and Nobu Hawaiian Barbeque for Hawaiian-style barbecue.
What beauty and wellness services are available near Edward Jones?
Nearby beauty and wellness options include Eleven Eleven Salon and Clippers for hair care, Cici Nails for nail services, and Massage By Sarah In SLO for massage therapy.
How can I contact Edward Jones - Financial Advisor: Jim Haack by phone or email?
You can reach them by phone at +1 805-543-1733 or email jim.haack@edwardjones.com.