Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Duke Tallandier
411 Borel Avenue, San Mateo, CA
94402, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Duke Tallandier
What services does Edward Jones - Financial Advisor: Duke Tallandier offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Duke Tallandier located?
It is located at 411 Borel Avenue, Suite 505, San Mateo, CA 94402.
How can I schedule an appointment with Duke Tallandier?
You can schedule an appointment via their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/dukens-tallandier/contact/.
What specialties does Duke Tallandier focus on?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages are spoken at Edward Jones in San Mateo?
English is spoken at this location.
What is the main phone number to contact Edward Jones - Financial Advisor: Duke Tallandier?
The main phone number is +1 650-343-0700.
Are there any financial services related businesses near Edward Jones - Financial Advisor: Duke Tallandier?
Yes, nearby financial services include Opes Advisors, Fuller & Thaler Asset Management, Smith Barney, and Morgan Stanley Financial Advisors.
Can I visit any nearby legal or family law offices around Edward Jones' location?
Yes, several law firms and family law offices such as San Mateo Divorce Lawyers - MTSA Family Law Group, Galine, Frye, Fitting & Frangos, and The Law Offices of Michael L. Davidson are nearby.
Are there any community or social service organizations near Edward Jones in San Mateo?
Yes, NAMI San Mateo County and Caminar, a counseling and mental health provider, are nearby community services.
Does Edward Jones provide mobile apps for customers to use?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.