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: Lisa Constant, ChFC®|CEPA®|CRPC™
2601 41st Ave, Soquel, CA
95073, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™
What services does Edward Jones - Financial Advisor: Lisa Constant provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Lisa Constant?
The office is open Monday to Friday from 8:00 AM to 5:00 PM, and on Tuesday until 6:00 PM. It is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I make an appointment with Lisa Constant at Edward Jones?
You can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/l-constant/contact/ or by emailing l.constant@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lisa Constant located?
It is located at 2601 41st Ave, Ste A, Soquel, CA 95073, USA.
Is there a mobile app available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on Android and iOS platforms to help you manage your investments.
Can you recommend places to eat near Edward Jones - Financial Advisor: Lisa Constant?
Nearby dining options include Café Cruz, Señor Chilaquiles, and 41st Ocean Breakfast & Grill, which offer a variety of cuisines you might enjoy before or after your appointment.
Are there financial-related services or advisors near Edward Jones in Soquel?
Yes, nearby financial services include Edward Jones - Financial Advisor: Michael Holmlund, Vitale Frank Insurance Agency, and Surf City Tax Service for various financial advising and insurance needs.
Where can I find mortgage lending services near Edward Jones in Soquel?
Nearby mortgage services include Forrest Cambell, Monterey Bay Mortgage, and Scott Goodrich, which can assist with loans and mortgage brokerage.
How does Edward Jones - Financial Advisor: Lisa Constant protect my personal data?
Edward Jones is committed to your privacy. You can find detailed information about their data use and protection policies on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
What categories of financial products does Edward Jones specialize in?
They specialize in stocks & bonds, mutual funds, investment management, and financial advisory services designed to meet individual client goals.