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: Brian D Lundberg, AAMS®
334 Via Vera Cruz, San Marcos, CA
92078, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian D Lundberg, AAMS®
What services does Edward Jones - Financial Advisor: Brian D Lundberg offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Brian D Lundberg located?
The office is located at 334 Via Vera Cruz, Suite 254, San Marcos, CA 92078, US.
What are the business hours of Edward Jones - Financial Advisor: Brian D Lundberg?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Brian D Lundberg at Edward Jones?
You can reach him by phone at +1 760-589-5721 or +1 760-752-9733, and by email at brian.lundberg@edwardjones.com.
Is there an online way to book an appointment with Brian D Lundberg?
Yes, appointments can be booked through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-lundberg/contact/
What languages are supported at Edward Jones - Financial Advisor: Brian D Lundberg?
Services are provided in English.
Are there any nearby healthcare providers close to Edward Jones' San Marcos office?
Yes, nearby healthcare providers include Mission Home Health of North County San Diego, Balanced Beast Physical Therapy, and Alberto Chavira, providing medical and therapy services.
What legal services are available near Edward Jones in San Marcos?
Tailored Legal offers business law and estate planning law services close to Edward Jones office.
Are there any places to dine near Edward Jones - Financial Advisor: Brian D Lundberg?
Yes, Fish House Vera Cruz, a seafood and American restaurant, is located nearby, great for grabbing a meal before or after your visit.
Can nearby community services help customers visiting Edward Jones?
Yes, nearby organizations like Veterans Transition Support and Smarter HOA can provide community-related assistance useful to clients in the area.