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: Tom Kelly, CFP®|RICP®
2880 N Tracy Blvd, Tracy, CA
95376, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tom Kelly, CFP®|RICP®
What personalized investment services does Edward Jones - Financial Advisor: Tom Kelly offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs and goals.
What are the office hours for Edward Jones - Financial Advisor: Tom Kelly?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Tom Kelly at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/tom-kelly/contact/ or contacting the office via phone or email.
What languages are spoken at Edward Jones - Financial Advisor: Tom Kelly?
The advisor and staff communicate primarily in English.
Where is Edward Jones - Financial Advisor: Tom Kelly located?
The office is located at 2880 N Tracy Blvd, Suite 4, Tracy, CA 95376, United States.
What services and products can I expect from Edward Jones - Financial Advisor: Tom Kelly?
Services include stocks, bonds, investment management, and advisory services focused on financial planning and investment strategies.
How can I contact Edward Jones - Financial Advisor: Tom Kelly?
You can reach the office by phone at +1 209-457-7437 or at the alternate phone number +1 209-839-0179, or by email at tom.kelly@edwardjones.com.
Are there other financial services located near Edward Jones - Financial Advisor: Tom Kelly?
Nearby financial services include Regency Real Estate, Roni Gonzalez (Senior Mortgage Advisor), Movement Mortgage, and Nationwide Mutual Insurance Company, offering options for real estate, mortgages, and insurance.
Which other types of services or businesses are near Edward Jones that I might find useful?
Close by are services like Trosien Orthodontics (dentist), Comfort Dental Care, Tracy CA (cosmetic dentist), U-Haul Neighborhood Dealer (truck rentals), and Redefined Hair Studio (hair and beauty salon), offering health, automotive, and personal care convenience.
Can I download mobile apps related to Edward Jones services?
Yes, you can download the Edward Jones mobile app for Android via the Google Play Store and for iOS via the Apple App Store to manage your investments on the go.