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: Jefferson Ledgerwood
2429 Professional Pkwy, Santa Maria, CA
93455, United States
Hours
Reviews
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- ELefrain ramirez lopezMar 3, 20244.0Alguien sabe si habla español
- KMKalynn MDec 1, 20235.0Knowledgeable, impressive, confident, trustworthy, motivated and personable are just a few adjectives to describe Jefferson Ledgerwood. We have been with Jeff for some years now and trust him implicitly. He is there for you as much or as little as you need and personally tailors your portfolio to suit all your investment and retirement needs, and more. Thank you for the peace of mind you have provided for my husband and I through the years and we look forward to working with you through the years. Jess and Kia Moran
Frequently Asked Questions About Edward Jones - Financial Advisor: Jefferson Ledgerwood
What services does Edward Jones - Financial Advisor: Jefferson Ledgerwood offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Jefferson Ledgerwood?
Open Monday to Thursday from 9:00 AM to 1:00 PM and 2:00 PM to 4:00 PM; Fridays by appointment only from 9:00 AM to 1:00 PM; closed on weekends.
How can I contact Edward Jones - Financial Advisor: Jefferson Ledgerwood?
You can call them at +1 805-474-5923 or email jefferson.ledgerwood@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jefferson Ledgerwood located?
They are located at 2429 Professional Pkwy, Ste 103, Santa Maria, CA 93455, USA.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Jefferson Ledgerwood?
Yes, appointments can be scheduled through their contact page on the Edward Jones website.
What languages are supported at Edward Jones - Financial Advisor: Jefferson Ledgerwood?
They provide services in English.
Are there any real estate agents nearby Edward Jones - Financial Advisor: Jefferson Ledgerwood that clients might find useful?
Yes, nearby real estate agents include Bernie Davidson, John Pilios with BHGRE Haven Properties, and Sylvia Sheppard, which could be helpful for clients interested in property investments or home purchases.
What dining options are available near Edward Jones - Financial Advisor: Jefferson Ledgerwood?
Nearby dining spots include Yanagi Sushi and Grill, Natural Cafe, and Yogurt Creations, providing sushi, vegan, and dessert options that visitors can enjoy before or after appointments.
Are there other financial services or banks near Edward Jones - Financial Advisor: Jefferson Ledgerwood?
Wells Fargo Bank and Wells Fargo Home Mortgage are nearby, which can support clients looking for complementary banking or mortgage services.
How does Edward Jones - Financial Advisor: Jefferson Ledgerwood support retirement planning?
They offer tailored retirement planning advice and even provide a retirement savings calculator on their website to help clients prepare effectively.