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: Tanner M Kohl, CFP®
438 South Murphy Ave, Sunnyvale, CA
94086, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tanner M Kohl, CFP®
What services does Edward Jones - Financial Advisor Tanner M Kohl provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor Tanner M Kohl?
The office is open Monday to Friday from 8:00 AM to 5:00 PM, with slightly later openings at 8:30 AM on Tuesday through Friday. It is closed on Sundays and Saturdays, but appointments are available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor Tanner M Kohl located?
The office is located at 438 South Murphy Ave, Suite 201, Sunnyvale, CA 94086, United States.
How can I contact Tanner M Kohl at Edward Jones?
You can contact Tanner M Kohl by phone at +1 408-732-9532 or by email at tanner.kohl@edwardjones.com.
Are there apps available to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps available for Android and iOS devices. You can download them from the Google Play Store and Apple App Store respectively.
How can I make an appointment with Edward Jones - Financial Advisor Tanner M Kohl?
Appointments can be made online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/tanner-kohl/contact/.
What is Edward Jones' approach to protecting client data?
Edward Jones is committed to data privacy and protection. For details, you can visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Which nearby dining options can I visit before or after my appointment?
Nearby dining options include Joe's Diner 666, Burma Taste Sunnyvale, Dumpling Depot, and Sizzler—great places to enjoy a meal around your visit.
What nearby health and medical services are close to Edward Jones' office?
Nearby health services include Sunnyvale Chiropractic, Jeanette Y. Lomori, DC, Perio & Implant Center Silicon Valley, and NATURAL WAY HEALTH CENTER offering chiropractic, dental, acupuncture, and family practice care.
Are there any nearby places to relax or enjoy some fitness activities near Edward Jones?
Yes, you can visit Best Coast Pilates and Sero Pilates studios nearby for pilates and fitness, or take a leisurely walk at Sunnyvale Bay Trail park.