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: Rachael Y O'Leary, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Rachael Y O'Leary, CFP®
What financial services does Edward Jones - Financial Advisor: Rachael Y O'Leary offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Rachael Y O'Leary?
The office is open Monday through Friday from 8:30 AM to 4:30 PM, and is by appointment only on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Rachael Y O'Leary located?
The office is located at 311 Main St, Suite 10A, Seal Beach, CA 90740, USA.
How can I schedule an appointment with Rachael Y O'Leary?
You can book an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/rachael-oleary/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Rachael Y O'Leary's office?
Services are offered in English.
How can I contact Edward Jones - Financial Advisor: Rachael Y O'Leary by phone or email?
You can call them at +1 562-596-9800 or email rachael.oleary@edwardjones.com.
Are there any beauty salons near Edward Jones in Seal Beach?
Yes, nearby beauty salons include Essential's Salon, The Parlor Hair Boutique, Select Nail House, and Main Street Barber Shop, which you might visit before or after your appointment.
What dining options are available near Edward Jones - Financial Advisor?
Nearby restaurants include Athens West (Greek and Middle Eastern cuisine), The Abbey (American gastropub), Crema Cafe (breakfast and cafe), 320 Main (cocktail bar and restaurant), and Hennesy's Irish Pub.
Are there nearby services for pet care around Edward Jones' office?
Yes, Seal Beach LaunderPet (pet grooming) and Alpha Pet Care Doggie DayCamp (pet store) are close by for pet care needs.
Can I access Edward Jones services via a mobile app?
Yes, Edward Jones offers mobile apps available on Google Play and the Apple App Store for managing investments and accessing financial tools.