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: Mason G Mortimer, CFP®
43390 Business Park Drive, Temecula, CA
92590, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- MAMister AndersonDec 2, 20245.0Been with Mason for about 20 years. He loves people and he loves helping people retire and enjoy the good life. He treats people like they are members of the family. He has open houses and Christmas parties at his home and he calls and sings you happy birthday. He’s also a certified financial planner which shows that he knows his stuff. Thanks, Mason.
Frequently Asked Questions About Edward Jones - Financial Advisor: Mason G Mortimer, CFP®
What services does Edward Jones - Financial Advisor: Mason G Mortimer, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for this Edward Jones financial advisor?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and is closed on weekends except by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Mason G Mortimer, CFP® located?
The office is located at 43390 Business Park Drive, Suite 101, Temecula, CA 92590, USA.
How can I contact Mason G Mortimer, CFP® at Edward Jones?
You can contact him via phone at +1 951-695-8844 or email at mason.mortimer@edwardjones.com.
Does Edward Jones have an online appointment reservation option?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/mason-mortimer/contact/.
Are there any mobile apps available from Edward Jones?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help clients manage their investments.
What nearby real estate agencies are close to Edward Jones in Temecula?
Nearby real estate agencies include Berkshire Hathaway, Destry & Shelley Johnson, and Julie Conde Realtor, which customers might visit for property advice before or after financial consultations.
Are there any nearby insurance agencies near this Edward Jones office?
Yes, several insurance agencies such as Nationwide Mutual Insurance Company, Farmers Insurance - Christopher Bochnak, Cali Quote Insurance Service, and J Loverin Insurance Services are nearby, which may complement your financial planning needs.
What recreational or sports facilities are near Edward Jones in Temecula?
Nearby sports and recreational facilities include Genesis Hoops, Futsal Club, Starters Basketball League, Rancho Sports Center, and Viper Volleyball Club, offering options for physical activity close to the office.
How can visiting nearby financial and escrow services complement my visit to Edward Jones?
Nearby services such as Locklin Financial Group, HWH Escrow Co, and Americas Escrow Inc. provide additional financial, escrow, and real estate support which can assist clients in comprehensive financial planning.