Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
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
4 stars0
3 stars0
2 stars0
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.
- PWPixel WhiskeyApr 12, 20255.0I can’t say enough great things about my experience with Dominic Valdez! From our very first meeting, he took the time to truly understand my financial goals and created a personalized plan that made sense for my situation. He's always responsive to my questions and has consistently gone above and beyond to make sure I feel confident about my financial future. Highly recommend to anyone looking for expert advice and a financial advisor who truly cares!
- MWMatt WalkerAug 25, 20235.0I’ve known and worked with Dominic for years. I would highly recommend him to anyone seeking sound financial advice. He has a strong grasp of market trends and a dedication to helping clients meet their financial goals.
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.