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.
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Meeting was good. Explained my concerns and what my thoughts were. Brent gave some options and I added what I had to work with and we came to a working conclusion. Thank you Brent.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brent R Clausen
What types of financial services does Edward Jones - Financial Advisor: Brent R Clausen offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
How can I contact Edward Jones - Financial Advisor: Brent R Clausen?
You can contact Brent R Clausen at the main phone number +1 707-940-8980 or via email at brent.clausen@edwardjones.com.
Where is Edward Jones - Financial Advisor: Brent R Clausen located?
Edward Jones is located at 367 North State St, Suite 106, Ukiah, CA 95482, USA.
Is Edward Jones - Financial Advisor: Brent R Clausen currently open?
Yes, the location is currently open.
Are there mobile apps available for accessing Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS platforms that you can download for convenient access.
How can I schedule a consultation with Brent R Clausen?
You can schedule a consultation online via the Edward Jones contact page for Brent R Clausen.
What languages are spoken at Edward Jones - Financial Advisor: Brent R Clausen?
Services are offered in English.
What nearby places can I visit before or after my financial consultation at Edward Jones?
You might visit 'Crepas Café' for breakfast or a smoothie, 'Peking Tokyo Restaurant And Sake Bar' for Asian cuisine, or 'The Hair Company' if you need a beauty or hair salon service near the office.
Are there nearby insurance agencies near Edward Jones - Financial Advisor: Brent R Clausen for additional financial services?
Yes, nearby insurance agencies include 'Scott Persons: Allstate Insurance', 'Team Insurance and Financial Services', 'JSP & Associates Insurance Services', and 'D & L Insurance Solutions'. These can provide complementary insurance options.
What community services and non-profits are near Edward Jones that I might be interested in?
Nearby community organizations include 'CASA of Mendocino County', 'Childhood Trauma Action Team Mendocino - CTAT', 'CASA of Mendocino & Lake Counties', 'Ukiah Toastmasters', and 'Walk & Bike Mendocino'. These offer various social support and community engagement opportunities.