Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Alan Patke, SE-AWMA®
29073 Overland Dr, Temecula, CA
92591, United States
Reviews
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- EFEli FrakesApr 25, 20251.0Who knew that just anyone can qualify as a Financial Advisor, unprofessional.
- DFDavid FradkinApr 25, 20251.0Not very impressed. I would look for “expert” advise elsewhere.
Frequently Asked Questions About Edward Jones - Financial Advisor: Alan Patke, SE-AWMA®
What services does Edward Jones - Financial Advisor: Alan Patke offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Alan Patke located?
The advisor is located at 29073 Overland Dr, Bldg C Unit A, Temecula, CA 92591, US.
How can I contact Alan Patke at Edward Jones?
You can call +1 951-595-8046 or email alan.patke@edwardjones.com to reach Alan Patke.
What specialties does this financial advisor have?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
Can I schedule an appointment with Alan Patke online?
Yes, appointments can be scheduled through this link: https://www.edwardjones.com/us-en/financial-advisor/alan-patke/contact/
Which languages are spoken at Edward Jones - Financial Advisor: Alan Patke?
They offer services in English.
What financial topics can I learn more about from Edward Jones?
You can learn more about IRAs and retirement planning on their official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras
Are there any good eateries near Edward Jones - Financial Advisor: Alan Patke?
Yes, nearby restaurants include Oui Pancake and Eggs, Rock and Jenny's Italian Subs, and Red Ginger China Bistro, perfect for grabbing a meal before or after your appointment.
Where can I find automotive services near Edward Jones office?
Nearby automotive services include Ramona Tire, Jiffy Lube, and Hospitality Car Wash & Quick Lube, useful for vehicle maintenance while you're visiting.
What shopping options are available near Edward Jones - Financial Advisor: Alan Patke?
Nearby shopping includes Sport Chalet for retail, DSW Designer Shoe Warehouse for shoes and fashion, and Ross Dress for Less for clothing and department store items.