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: Spencer M Birch, AAMS®
1 Civic Center Dr, San Marcos, CA
92069, United States
Hours
Reviews
5.0
1 reviews
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- AUA Google UserNov 2, 20205.0If you are in need of a financial advisor, give Spencer a call at Edward Jones. He will listen to and help establish your goals. He is extremely thoughtful and knowledgeable in retirement planning.
Frequently Asked Questions About Edward Jones - Financial Advisor: Spencer M Birch, AAMS®
What are the regular business hours of Edward Jones - Financial Advisor: Spencer M Birch?
The office is open Monday through Thursday from 9:00 AM to 6:00 PM, Friday from 9:00 AM to 5:00 PM, and is closed on weekends except by appointment on Saturdays.
How can I make an appointment with Spencer M Birch at Edward Jones?
You can make an appointment through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/spencer-birch/contact/ or contact the office by phone or email.
What types of financial services does Spencer M Birch provide at Edward Jones?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management.
Does Edward Jones - Financial Advisor Spencer M Birch offer consultations in languages other than English?
The services are provided in English.
Where is Edward Jones - Financial Advisor Spencer M Birch located?
The office is located at 1 Civic Center Dr, Ste 264, San Marcos, CA 92069, USA.
How can I contact Edward Jones - Financial Advisor Spencer M Birch by phone?
You can reach the office at +1 760-798-0062 or the main line at +1 760-410-6355.
Where can I find online apps to manage my investments with Edward Jones?
Edward Jones mobile apps are available on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What nearby places can I visit when I am at Edward Jones office in San Marcos?
Nearby you can visit the San Marcos Veterans Center and the San Marcos Civic Center for community events, or enjoy outdoor activities at Boden Canyon and Woodland Park Aquatic Complex.
Are there any nearby government offices close to Edward Jones in San Marcos?
Yes, San Marcos Human Resources, City of San Marcos - Government, and the IRS office are all located nearby and might be useful for government-related matters when visiting the area.
What nearby health and wellness services are close to Edward Jones office?
Nearby health and wellness options include the Therapeutic and Wellness Solution Center, Select Physical Therapy, Krylow Dental, Dr. Michelle M. Scott, Dr. Daniel Tevrizian, and San Marcos Family Dental.