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: Henry DeMatteis III, CFP®|CEPA®|CRPS™
100 E San Marcos Blvd, San Marcos, CA
92069, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Henry DeMatteis III, CFP®|CEPA®|CRPS™
What financial services does Edward Jones - Financial Advisor: Henry DeMatteis III offer?
The advisor provides personalized investment services including retirement planning, education savings, and tax-efficient strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Henry DeMatteis III?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are available by appointment only.
How can I schedule an appointment with Henry DeMatteis III?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/henry-dematteis/contact/ or by calling +1 760-477-7540.
Where is Edward Jones - Financial Advisor: Henry DeMatteis III located?
The office is located at 100 E San Marcos Blvd, Suite 160, San Marcos, CA 92069, USA.
What languages are spoken at Edward Jones - Financial Advisor: Henry DeMatteis III?
English is the language spoken at the office to assist clients.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to financial services.
How can I contact Henry DeMatteis III via email?
You can email Henry DeMatteis III at henry.dematteis@edwardjones.com for inquiries or appointments.
Are there other financial service providers near Edward Jones - Financial Advisor: Henry DeMatteis III?
Yes, nearby financial service providers include Edward Jones advisors Garrett W Imeson, CFP and Trevor Howard, as well as Essential Bookkeeping and Quantax accounting services.
What nearby real estate services can clients access near Edward Jones - Financial Advisor: Henry DeMatteis III?
Clients can find multiple nearby real estate agencies and agents including Jason Howard Realtor, Sharyn Seymour Real Estate, Janie Forge - AARE Real Estate, Katcam Real Estate, San Marcos Real Estate Company, Realty Max, and Waymaker Realty Advisors.
What notable facilities are near Edward Jones that clients might visit?
Nearby facilities include The Housing Resource Center for social and financial services, The Rubinstein Law Group for legal services, and Cruise Adventures Travel Company for travel needs, providing clients various options for complementary services.