Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Dominic Valdez, ChFC®|CRPC™
99 East C St, Upland, CA
91786, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
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1 star0
- MRMarcella ReyesOct 9, 20255.0Dominic is an excellent consultant to work with and really takes the time to get to know your exact situation and goals for your finances. He takes the time to guide you through the process of getting started and can take you through a thorough roadmap of your financial plan. He has a strong educational background and brings in a strong level of expertise & care to his services. Bonus is he always has snacks and coffee while you work together!
- MOMarisol OrtegaOct 9, 20255.0Dominic is extremely educated in all aspects of finances. I had so many questions during our meeting; he answered thoroughly and explained everything in a way I could understand (I’m absolutely new to learning about taking charge of my investments). Definitely would recommend! :)
- LRLouie RuizOct 8, 20255.0Dominic is knowledgeable, ethical, and compassionate in providing advice on financial planning. Without reservation, he’s the best out here for good planning guidance.
- ARAlexander RuizJun 9, 20255.0It’s rare to find a financial advisor who prioritizes building trust and relationships first, and Dominic does just that. He takes the time to listen, explain complex concepts in an understandable way, and genuinely cares about what’s best for you and your goals. His professionalism, integrity, and kindness are apparent from the moment you meet him. If you’re looking for a knowledgeable and down-to-earth advisor who values people over transactions, I highly recommend reaching out to Dominic. You’ll be glad you did.
- NKNicholas KritikosJun 6, 20255.0Dominic is professional, knowledgeable, and takes the time to explain financial matters clearly and patiently. His interactions with clients show genuine care and attention to detail, which speaks volumes about his integrity and work ethic. If you're looking for a financial advisor who values relationships and long-term planning, Dominic is for you.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dominic Valdez, ChFC®|CRPC™
What services does Edward Jones - Financial Advisor: Dominic Valdez provide?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Dominic Valdez at Edward Jones?
His specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Dominic Valdez located?
The office is located at 99 East C St, Suite 201, Upland, CA 91786, US.
What are the business hours for Edward Jones - Financial Advisor: Dominic Valdez?
They are open Monday through Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 3:00 PM, and closed on weekends.
How can I schedule an appointment with Dominic Valdez?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dominic-valdez/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Dominic Valdez's office?
English is spoken at the office.
Can you recommend nearby places I can visit around Edward Jones in Upland?
Nearby places include Langwasser & Company, CPAs for accounting, Full Circle Home Loans for mortgage needs, and Briggs Law Corporation for legal services.
Are there any healthcare services near Edward Jones - Dominic Valdez's office?
Yes, nearby healthcare providers include Rick Hirsch DO, Inland Family Healthcare Center, and IQ Laser Vision - Upland for laser eye surgery.
What nearby educational institutions can I find near Edward Jones in Upland?
Nearby educational places include Upland Unified School District, Thoughtful Nursing Academy, Step Up Preschool Upland, and Upland Future Ready.
Are there any dining options near Edward Jones - Financial Advisor: Dominic Valdez?
Yes, you can visit Molly's Souper for breakfast and brunch or Coterie Tea and Eatery for a cafe experience nearby.