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: Robert W Diaz, AAMS®
1309 S Mary Ave, Sunnyvale, CA
94087, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert W Diaz, AAMS®
What services does Edward Jones - Financial Advisor: Robert W Diaz offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Robert W Diaz?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, they operate by appointment only.
Where is Edward Jones - Financial Advisor: Robert W Diaz located?
The office is located at 1309 S Mary Ave, Suite 204, Sunnyvale, CA 94087, United States.
How can I contact Edward Jones - Financial Advisor Robert W Diaz?
You can reach them by phone at +1 408-746-3800 or email at robert.w.diaz@edwardjones.com.
Does Robert W Diaz have a professional profile on LinkedIn?
Yes, you can view his LinkedIn profile at https://www.linkedin.com/in/robert-w-diaz.
Can I book an appointment online with Edward Jones - Financial Advisor: Robert W Diaz?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/robert-w-diaz/contact/.
What nearby healthcare providers are located near Edward Jones in Sunnyvale?
Nearby healthcare providers include Ross F. Liebman, M.D. (neurologist and sleep specialist), The Meadows Outpatient Center (counseling and addiction treatment), and Palo Alto Medical Clinic (hospital and medical services).
Are there any educational institutions near Edward Jones - Financial Advisor Robert W Diaz?
Yes, Cupertino Union School District is nearby, offering public school education in the area.
What other financial and tax services are located near Edward Jones in Sunnyvale?
Nearby financial services include Red Crown Tax Services for tax help and Sharon Kreider CPA for accounting and financial education services.
What mobile apps are available for Edward Jones clients?
Edward Jones offers mobile apps for both Android (https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en) and iOS (https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818) platforms for convenient access to services.