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: Matt Oppedahl, AAMS®
520 South Main, Templeton, CA
93465, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt Oppedahl, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Matt Oppedahl, AAMS® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I schedule a consultation with Matt Oppedahl at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/matt-oppedahl/contact/ or calling their local phone number at +1 805-434-5336.
Where is Edward Jones - Financial Advisor: Matt Oppedahl located?
The office is located at 520 South Main, Suite B, Templeton, CA 93465, USA.
Does Edward Jones - Financial Advisor: Matt Oppedahl provide online resources or apps for investment management?
Yes, Edward Jones provides mobile apps available for Android and iOS to help manage investments on the go.
What contact options are available for reaching Matt Oppedahl's office?
You can contact the office via email at matt.oppedahl@edwardjones.com or by phone at +1 805-434-5336.
What languages are services offered in at this Edward Jones location?
Services are offered in English at this location.
How can I prepare for retirement with Edward Jones?
Use the Edward Jones retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to assess your readiness for retirement.
Are there nearby financial services that customers might also find helpful?
Yes, nearby financial services include Scott Elmerick at Certainty Home Lending and Secure Retirement Solutions, which may assist with mortgage lending and retirement planning.
What local dining options are near Edward Jones - Financial Advisor: Matt Oppedahl in Templeton?
Nearby dining options include Templeton Mercantile, AJ Spurs steakhouse, Pig Iron American restaurant, and Aliyah's Kitchen and Grill, offering a variety of cuisines for clients visiting the area.
What recreational activities are available near Edward Jones in Templeton?
Nearby recreational spots include the Templeton Recreation Department, Templeton Skatepark, and Templeton Recreation Concerts in The Park, providing community events and active lifestyle options for visitors.