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: Marcos Palma Garcia
3021 Citrus Circle, Walnut Creek, CA
94598, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Marcos Palma Garcia
What services does Edward Jones - Financial Advisor: Marcos Palma Garcia offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties can I find at Edward Jones - Financial Advisor: Marcos Palma Garcia?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Marcos Palma Garcia located?
The office is located at 3021 Citrus Circle, Ste 275, Walnut Creek, CA 94598, USA.
How can I schedule an appointment with Marcos Palma Garcia?
You can schedule an appointment through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/marcos-palmagarcia/contact/.
What are the office hours for Edward Jones - Financial Advisor: Marcos Palma Garcia?
The office is open during regular hours and is available by appointment only on Saturdays.
Does Edward Jones - Financial Advisor: Marcos Palma Garcia offer online resources or apps?
Yes, they provide both Android and iOS apps available through their respective app stores for convenient access.
Are there any insurance agencies near Edward Jones - Financial Advisor: Marcos Palma Garcia?
Yes, nearby insurance agencies include Robin Ooley - State Farm Insurance Agent and Susan Cappo - State Farm Insurance.
What nearby places could I visit before or after my appointment at Edward Jones?
You can visit Sourdough & Co., a sandwich and Middle Eastern restaurant, or MOD Pizza, an American pizza restaurant, both nearby for a meal.
Are there any legal services near Edward Jones - Financial Advisor: Marcos Palma Garcia?
Yes, Pocklington Law Offices and Simon Law provide legal services close to the Edward Jones location.
How can nearby counseling and mental health services complement a visit to Edward Jones?
Good Roots Psychotherapy and COPE Family Support Center offer counseling and mental health services nearby, supporting overall well-being alongside financial advising.