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: Alan R Gale
5619 Scotts Valley Dr, Scotts Valley, CA
95066, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- AMAE MotorsportsAug 5, 20245.0Alan is patient and has been easy to work with. Even when I wanna do something a little risky with MY money, he stops me and explains all the pros and cons of my decisions. He takes the time and that is what I appreciate. Others may just execute my request without batting an eye. Alan looks out for his clients.
- KPKirsten PonzaOct 2, 20235.0Alan Gale has been a great advisor! Always upfront, communicative and flexible. Has helped me through some challenges and made me feel very comfortable with my financial situation. I’ve recommended many friends his way and they have all been satisfied! Also, Pat! You are amazing!
- SSShellyFeb 3, 20231.0This guys business practices make it seem like he is a scammer. Do not do business with him. He will keep putting you off and won’t allow you to close your account. It’s always another excuse with him. Beware!
Frequently Asked Questions About Edward Jones - Financial Advisor: Alan R Gale
What are the regular business hours for Edward Jones - Financial Advisor: Alan R Gale?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays except by appointment.
Where is Edward Jones - Financial Advisor: Alan R Gale located?
The office is located at 5619 Scotts Valley Dr, Ste 100, Scotts Valley, CA 95066, United States.
How can I contact Alan R Gale at Edward Jones?
You can reach Alan R Gale at the main phone number +1 831-603-9125 or via email at alan.gale@edwardjones.com.
What types of financial services does Edward Jones - Financial Advisor: Alan R Gale offer?
Services include personalized investment services such as retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
What languages are spoken at this Edward Jones office?
English is the primary language spoken at this office.
Can I book an appointment with Alan R Gale online?
Yes, appointments can be scheduled through the online reservation system at https://www.edwardjones.com/us-en/financial-advisor/alan-gale/contact/.
Is Edward Jones - Financial Advisor: Alan R Gale part of a larger organization?
Yes, this office is part of Edward Jones, a financial services firm established in 1922.
Are there other Edward Jones financial advisors near this office?
Yes, nearby Edward Jones financial advisors include Kate Phillips, Zach Brown, CFP®, and Jeremy T Geels offices in Scotts Valley.
What nearby medical services can clients visit before or after their meeting?
Clients can visit Kaiser Permanente Scotts Valley Medical Offices for eye care at the Optical Center and to get prescriptions filled at the Pharmacy.
What nearby amenities can be convenient for visitors to Edward Jones in Scotts Valley?
Visitors can find nearby amenities such as gas stations Shell and Hacienda Dr. Shell Scotts Valley, fast food at Carl's Jr., and a brewery at Steel Bonnet Brewing Company.