Edward Jones - Financial Advisor: Felicia Y Gonzalez, CEPA®|AAMS®
5.03 reviews
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: Felicia Y Gonzalez, CEPA®|AAMS®
101 Main Street, Seal Beach, CA
90740, United States
Hours
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- RYRobby YamAug 27, 20205.0Felicia and Edward Jones has been great with helping me understand my finances better and to plan for the future. Felicia is very knowledgeable and responsive if I have any questions; Someone I would highly trust and recommend for anyone looking to have some assistance and guidance.
- CFConni FranciniFeb 13, 20205.0Felicia is a true, caring partner helping me take care of financial plans so I don’t have to worry about the future. When I started working with her, I had investments all over the place, with outdated beneficiary info—and no clear plan of where to go next. I felt completely overwhelmed. Felicia patiently asked questions to understand my needs and helped me shape a plan that finally made me feel confident and comfortable. I can’t recommend her enough!
Frequently Asked Questions About Edward Jones - Financial Advisor: Felicia Y Gonzalez, CEPA®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Felicia Y Gonzalez?
Edward Jones - Financial Advisor: Felicia Y Gonzalez is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on weekends except by appointment on Saturdays.
How can I schedule an appointment with Felicia Gonzalez at Edward Jones?
You can schedule an appointment with Felicia Gonzalez through the Edward Jones contact page at https://www.edwardjones.com/us-en/financial-advisor/felicia-gonzalez/contact/.
What financial services does Felicia Gonzalez at Edward Jones provide?
Felicia Gonzalez offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services.
Where is Edward Jones - Financial Advisor: Felicia Y Gonzalez located?
The office is located at 101 Main Street, Suite D, Seal Beach, CA 90740, USA.
What languages does Edward Jones - Financial Advisor Felicia Gonzalez support?
Felicia Gonzalez provides financial advisory services in English.
Is there a mobile app available to manage my Edward Jones account?
Yes, you can download the Edward Jones mobile app for Android from the Google Play Store and for iOS from the Apple App Store.
What is a recommended nearby place to relax after a consultation at Edward Jones?
You can visit Blossoming Lotus spa nearby to relax and rejuvenate after your consultation at Edward Jones.
Are there dining options close to Edward Jones in Seal Beach?
Yes, nearby dining options include Seaside Grill for American cuisine, Marina Cafe for coffee and bubble tea, and Seal Beach Grill offering seafood and American dishes.
Where can I grab a coffee near Edward Jones - Financial Advisor in Seal Beach?
You can visit Marina Cafe or Bogart's Coffee House, both close to Edward Jones, to enjoy coffee and light refreshments.
What nearby recreational spots can I visit after my appointment at Edward Jones?
After your appointment, you can visit Eisenhower Park for outdoor activities or take a stroll at the Seal Beach Municipal Pier, a popular beach and pier nearby.