Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Casey Flom
221 Mount Hermon Rd, Scotts Valley, CA
95066, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Casey Flom
What services does Edward Jones - Financial Advisor: Casey Flom offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Casey Flom located?
Their office is located at 221 Mount Hermon Rd, Suite F, Scotts Valley, CA 95066, US.
How can I schedule an appointment with Casey Flom?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/casey-flom/contact/.
Who should I contact for inquiries at Edward Jones - Financial Advisor: Casey Flom?
You can reach out via email at casey.flom@edwardjones.com or call the main phone number +1 (831) 257-2092.
What types of retirement accounts are specialized by Edward Jones - Financial Advisor: Casey Flom?
They specialize in 401(k) rollovers, Roth IRAs, SEP IRAs, and Traditional IRAs.
Are there mobile apps for Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms. Android: https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en; iOS: https://apps.apple.com/us/app/edward-jones/id457043098?mt=11818.
What languages does Edward Jones - Financial Advisor: Casey Flom support?
They provide services primarily in English.
What nearby restaurants can I visit before or after my appointment at Edward Jones?
Nearby dining options include MacKenzie Bar and Grill at Pasatiempo, McKenzie's Bar & Grill at Pasatiempo, and Back Nine Grill & Bar, all offering American cuisine and great atmospheres.
Are there any nearby recreational places where I can relax around Edward Jones?
Yes, Pasatiempo Golf Course and Pasatiempo Golf Club are nearby locations where you can enjoy golf and relax before or after visiting the office.
What accommodations are near Edward Jones for out-of-town clients?
The Inn At Pasatiempo is a nearby hotel that provides convenient lodging close to the Edward Jones office.