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: Leslie A Swartwood, AAMS®
1090 Edison St, Santa Ynez, CA
93460, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- AAAaronJan 15, 20195.0Leslie has worked me now for over a year taking my financial portfolio to the next level. She is honest, straight forward and organized. Everytime I leave her office I feel better about my financial future.
Frequently Asked Questions About Edward Jones - Financial Advisor: Leslie A Swartwood, AAMS®
What services does Edward Jones - Financial Advisor: Leslie A Swartwood offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations for tailored financial advice.
Where is Edward Jones - Financial Advisor: Leslie A Swartwood located?
They are located at 1090 Edison St, Ste 101, Santa Ynez, CA 93460, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Leslie A Swartwood?
Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and by appointment only on Saturdays. Closed on Sundays.
How can I make an appointment or get in touch with Leslie A Swartwood?
You can make an appointment via their contact page online or call them at +1 805-688-9079. Email is leslie.swartwood@edwardjones.com.
Which language is primarily used at Edward Jones - Financial Advisor: Leslie A Swartwood?
English is the primary language used.
What is the privacy policy regarding client data at Edward Jones?
Their privacy and security policy details how client data is protected and can be viewed on their Privacy and Security page at edwardjones.com.
Are there any financial apps associated with Edward Jones?
Yes, they provide Edward Jones mobile apps available on both Android and iOS platforms.
What nearby coffee shops could I visit before or after my appointment at Edward Jones in Santa Ynez?
You can visit nearby coffee shops like Valley Grind and Pony Espresso, which are convenient spots to relax or grab a coffee around your appointment.
What local wineries are near Edward Jones in Santa Ynez that I might enjoy exploring?
Nearby wineries like Artisan Excursion Wine Tours, CrossHatch Winery, and Artiste offer wine tasting and local flavor, perfect for visiting after your financial consultation.
Are there dining options near Edward Jones in Santa Ynez where clients can have a meal?
Yes, clients can enjoy meals at Dos Carlitos Restaurant and Tequila Bar, The Baker's Table, and Brothers Restaurant at the Red Barn, all located nearby.