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: Steve Duffy
1995 El Camino Real, Santa Clara, CA
95050, United States
Hours
Reviews
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- DDDee DippoldSep 26, 20185.0Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happy to kindly educate you towards success. He's amazingly available and open to talking you through whatever steps you need help navigating. His knowledge and experience is vast and solid. I've known him for many years. He's been with Edward Jones now for more than 25 years. It's my pleasure to call him a friend as well as my advisor. I trust him. His office is second to none. Once you've seen your kids to college because of his expert advice and steadfast help, he's the professional you'd invite to your kid's wedding!
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Duffy
What personalized investment services does Edward Jones - Financial Advisor: Steve Duffy offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Steve Duffy located?
The office is located at 1995 El Camino Real, Suite 302, Santa Clara, CA 95050, USA.
What are the office hours for Edward Jones - Financial Advisor: Steve Duffy?
The office is open Monday through Thursday from 8:30 AM to 4:00 PM, and Friday from 8:30 AM to 1:00 PM. It is closed on Saturdays and Sundays.
How can I contact Steve Duffy at Edward Jones?
You can contact Steve Duffy via phone at +1 408-248-2811 or by email at steve.duffy@edwardjones.com.
What financial products and services does Edward Jones provide?
Edward Jones offers services including financial advising, investment management, stock and bond brokerage, and financial planning.
How can I schedule a consultation with Edward Jones - Financial Advisor: Steve Duffy?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-duffy/contact/.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS devices. You can download them from the Google Play Store and the Apple App Store.
Which nearby banks could I visit for complementary financial services?
Nearby banks include Wells Fargo Bank, Wells Fargo Home Mortgage, and Kamyar Poshtyar NMLSR ID 767974 - Wells Fargo, which could offer mortgage and banking services complementary to your investments.
Are there dining options near Edward Jones - Financial Advisor: Steve Duffy for clients to visit?
Yes, nearby dining options include Burger King, Chick-fil-A, Lucy's Fruits, McDonald's, Biryani Bowl, and Panera where clients can enjoy meals before or after their appointments.
What other nearby services or stores might be useful when visiting Edward Jones?
Nearby services include the Sprint Store for mobile devices, O'Reilly Auto Parts for automotive needs, and StretchLab for fitness, providing convenient options for errands or activities around your visit.