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: Swanellie Paulin, AAMS®|CRPC™
1309 S Mary Ave, Sunnyvale, CA
94087, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- NFNazy FMar 17, 20205.0She's awesome....so happy to be working with her and the lovely staff at her office. Friendly, patient and knowledgeable. Excited to do big things with them!
Frequently Asked Questions About Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC™
What services does Edward Jones Financial Advisor Swanellie Paulin offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor Swanellie Paulin located?
The office is located at 1309 S Mary Ave, Suite 204, Sunnyvale, CA 94087, USA.
What are the office hours for Edward Jones - Financial Advisor Swanellie Paulin?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I schedule a consultation with Swanellie Paulin?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/swanellie-paulin/contact/
Which languages are spoken at Edward Jones - Financial Advisor Swanellie Paulin's office?
English is the primary language spoken at the office.
How can I contact Swanellie Paulin via email or phone?
You can email at swanellie.paulin@edwardjones.com or call the local phone number at +1 954-785-6162.
What nearby medical services are close to the Edward Jones office at 1309 S Mary Ave?
Nearby medical services include Palo Alto Medical Clinic, HealthNOW Medical Center, and Sleep Disorder Center at Palo Alto Medical Foundation, which may be helpful if you are nearby for health-related appointments.
Are there any nearby financial or tax services near Edward Jones in Sunnyvale?
Yes, Red Crown Tax Services and Sharon Kreider CPA are nearby and could assist you with tax and financial planning complementary to Edward Jones' investment services.
What nearby wellness or holistic health centers are around Edward Jones that customers might visit?
Nearby wellness centers include Better Life Acupuncture Center, Mindflow Chiropractic and Wellness Center, and The Art of Healing, offering various health and relaxation services you might explore before or after your financial consultation.
What digital resources are available for Edward Jones clients?
Clients can download the Edward Jones app on Android and iOS for easy account management, and use the retirement savings calculator on their website to plan for their financial future.