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.
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Location
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
What financial services does Edward Jones - Financial Advisor: Kris A Schilperoort 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: Kris A Schilperoort located?
The office is located at 1414 Soquel Ave, Ste 107, Santa Cruz, CA 95062, United States.
What are the regular business hours for Edward Jones - Financial Advisor: Kris A Schilperoort?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
Is it necessary to make an appointment to visit Edward Jones - Financial Advisor: Kris A Schilperoort?
Appointments are required on Mondays through Fridays as services are by appointment only.
How can I contact Edward Jones - Financial Advisor: Kris A Schilperoort?
You can reach the office by phone at +1 831-466-9788 or email kris.schilperoort@edwardjones.com.
Are there any online resources or apps available for Edward Jones clients?
Yes, clients can use the Edward Jones mobile apps available on Android and iOS, and access online calculators such as the Retirement Savings Calculator.
Which nearby real estate agencies are close to Edward Jones - Financial Advisor: Kris A Schilperoort?
Nearby real estate agencies include Sally Bookman Team, Todd Allen EXP Realty of California, Lorenzo International Real Estate, Denise Della-Dora Real Estate, and Keller Williams Realty Santa Cruz, among others.
How can nearby real estate agents assist customers visiting Edward Jones?
Customers planning financial investments related to real estate can consult nearby real estate agents like Sally Bookman Team and Keller Williams Realty Santa Cruz for property advice and market insights before or after meeting with their financial advisor.
What legal services are available near Edward Jones - Financial Advisor: Kris A Schilperoort?
Legal services nearby include Law Offices like Landis Christopher A Attorney At Law and The Crawford Law Firm, which can assist clients with estate planning and legal advice related to financial planning.
What public transit or notable landmarks are close to Edward Jones - Financial Advisor: Kris A Schilperoort that might help locate the office?
Nearby notable businesses include Apollo Roofing Company and Nationwide Mutual Insurance Company which can be reference points when visiting the office at 1414 Soquel Ave.