Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™
5.02 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: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™
438 South Murphy Ave, Sunnyvale, CA
94086, United States
Hours
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- DCDavid CrossFeb 27, 20185.0Shane is a financial advisor you can trust to look out for your best interests.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™
What financial services does Edward Jones - Financial Advisor Shane Jacksteit offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor Shane Jacksteit located?
The office is located at 438 South Murphy Ave, Suite 201, Sunnyvale, CA 94086, USA.
What are the office hours for Edward Jones - Financial Advisor Shane Jacksteit?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 2:00 PM. It is closed on weekends.
How can I contact Edward Jones - Financial Advisor Shane Jacksteit?
You can call at +1 408-732-9532 or email shane.jacksteit@edwardjones.com for inquiries and appointments.
Can I book a consultation appointment online with Shane Jacksteit?
Yes, appointments can be scheduled online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/shane-jacksteit/contact/.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby health services can I visit around Edward Jones at 438 South Murphy Ave?
Nearby health and wellness services include The Chiropractic Edge, Jeanette Y. Lomori DC (chiropractor and family practice), Sunnyvale Chiropractic, and Perio & Implant Center Silicon Valley which offers dental specialist services.
Are there any good dining options near Edward Jones in Sunnyvale?
Yes, nearby dining options include Joe's Diner 666, Burma Taste Sunnyvale, Dumpling Depot (offering pan-Asian and dim sum cuisine), and Sizzler steakhouse, all within close walking distance.
What other financial or legal services are nearby that clients might consider?
In the vicinity, you'll find Nationwide Mutual Insurance Company and AJ Abdelkhalek insurance agencies, as well as the Law Office of Shannon Stein specializing in divorce and family law, offering additional financial and legal support.
How can nearby points of interest like Sunnyvale Bay Trail or local Pilates studios enhance my visit to Edward Jones?
After visiting Edward Jones, you might enjoy a walk at Sunnyvale Bay Trail park or a fitness session at local studios like Best Coast Pilates or Sero Pilates for wellness and relaxation in the area.