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: Nathan D Welsh, CEPA®
27349 Jefferson Avenue, Temecula, CA
92590, United States
Hours
Reviews
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- JMJoe McMackinMay 5, 20215.0I hired Nathan almost 2 years ago and I really like working with him. He is a clear communicator, responsive, and has great integrity. I gave him the framework for the conservative plan I wanted and he put together a great plan for my client and the right investments. He also helped me to rebalance at the perfect time as the market turned down during Covid.
- GSGary StephanMar 24, 20165.0Nathan Welsh is the consummate professional. Honest, knowledgeable and completely trustworthy. A man of conviction and faith whom I have referred to both friends and family without hesitation.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nathan D Welsh, CEPA®
What investment services does Edward Jones - Financial Advisor: Nathan D Welsh provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours of Edward Jones - Financial Advisor: Nathan D Welsh?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, the office is open by appointment only.
How can I schedule an appointment with Nathan D Welsh at Edward Jones?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/nathan-welsh/contact/.
What is the contact phone number for Edward Jones - Financial Advisor: Nathan D Welsh?
You can reach them at +1 951-296-3354.
Where is Edward Jones - Financial Advisor: Nathan D Welsh located?
Their office is located at 27349 Jefferson Avenue, Suite 106, Temecula, CA 92590, USA.
What language is primarily spoken at Edward Jones - Financial Advisor: Nathan D Welsh?
English is the primary language spoken at this office.
Are there other financial advisors near Edward Jones - Financial Advisor: Nathan D Welsh?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Tyler Wallace, Edward Jones - Financial Advisor: Annette A Wagner, and Lighthouse Capital Planners.
What legal services are available near Edward Jones - Financial Advisor: Nathan D Welsh?
Nearby legal service providers include Mittelman Law Firm, Lord and Brooker specializing in divorce and family law, Ellis Helm focusing on personal injury law, Temecula Mediation, Law Offices of Barak Berlin, Family Law Matters, and Darrow Law Center.
Are there places to relax or get refreshments near Edward Jones - Financial Advisor: Nathan D Welsh?
Yes, Coffee House Counseling is nearby, combining counseling and coffee shop services, and La Coliseum offers shopping and a bar where visitors can unwind.
What options are available nearby for health and wellness near Edward Jones - Financial Advisor: Nathan D Welsh?
Nearby health and wellness services include Dental Pros, Ku Family Dentistry, LiveWellMD Weight Loss Center, Advanced Institute for Plastic Surgery, Bloom - Advanced Med Spa, and Psych Partners for counseling and mental health.