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: Trisha M Braunstein, CEPA®
3621 Harbor Blvd, Santa Ana, CA
92704, United States
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- FKFarah KancharMay 14, 20255.0Trisha is amazing! She always goes the extra mile to help me understand all my options and answer all my questions. She has great energy! Thank you Trish for all your help!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Trisha M Braunstein, CEPA®
Who is the financial advisor at Edward Jones located at 3621 Harbor Blvd, Santa Ana?
The financial advisor is Trisha M Braunstein, WMCP®.
What services does Edward Jones - Financial Advisor: Trisha M Braunstein provide?
Services include Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
What specialties can I expect from Trisha Braunstein at Edward Jones?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
How can I schedule an appointment with Edward Jones financial advisor Trisha Braunstein?
You can schedule an appointment via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/trisha-braunstein/contact/.
What is the contact phone number for Edward Jones - Financial Advisor: Trisha M Braunstein?
The main phone number is +1 949-631-7491.
Are there mobile apps available to manage Edward Jones financial accounts?
Yes, there are official Edward Jones apps available for Android and iOS.
What nearby financial services are close to Edward Jones - Financial Advisor: Trisha Braunstein?
Nearby financial services include Edward Jones - Financial Advisor: Jared R Dahline, TelePayroll accounting services, and Sally Miranda - Home Loans mortgage services.
Are there insurance agencies near Edward Jones located at 3621 Harbor Blvd?
Yes, nearby insurance agencies include Jeff Ellis - Farmers Insurance Division 85, Luis Guerrero Agency - Farmers Insurance, and A.J Hernandez: Farmers Insurance.
What dining options are available near the Edward Jones office in Santa Ana?
Nearby dining includes Pakwos Kitchen (Chinese and Asian cuisine), Papa K's Mediterranean Kitchen, Brazil Cali Grill, Sushi 21 Express, and Exhibit Restaurant.
Can a client visit other professional services close to Edward Jones in Santa Ana?
Yes, in addition to financial advising, you can find services like Englekirk Partners Consulting (structural engineering), Training Consultants (business education), and WorkCareers (event photography) nearby.