Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®
5.03 reviews
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: Puja Markus, CFP®|ChFC®|AAMS®
3021 Citrus Circle, Walnut Creek, CA
94598, United States
Hours
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- KDKatharina DressFeb 15, 20215.0Are you a woman facing a challenging life transition that may affect your financial situation moving forward? If that is you, Puja Markus, Financial Advisor with Edward Jones, offers the perfect service for you. Puja not only has extensive knowledge about financial and retirement planning and the ability to share it in language that a lay person can understand. She also has experienced plenty of transitions in her own life, so she can relate to what you’re going through. Puja treats her clients as if they were family or friends and supports them while making decisions and taking the actions steps needed to implement them. 5 stars!
- EDEric DowneyNov 7, 20205.0Awesome strategic and creative ideas on building wealth. Breaks down complex concepts into easy to digest plans to implement.
- SCShinichi CuratoloNov 5, 20205.0I had a very informative and detailed presentation from Puja Markus at this Edward Jones office. She answered all my questions about what I should do/plan for retirement and gave me tons of insight and information for me to act on. Puja was very professional and patient with my tons of questions . I will be opening my first retirement account here at Edward Jones. Highly Recommended!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Puja Markus offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Puja Markus?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Puja Markus located?
The office is located at 3021 Citrus Circle, Ste 275, Walnut Creek, CA 94598, USA.
How can I contact Edward Jones - Financial Advisor: Puja Markus by phone or email?
You can call them at +1 925-935-1149 or email puja.markus@edwardjones.com.
Is it possible to book an appointment online with Puja Markus?
Yes, appointments can be booked through their contact page: https://www.edwardjones.com/us-en/financial-advisor/puja-markus/contact/
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms.
What nearby financial services are available around Edward Jones - Financial Advisor: Puja Markus?
Nearby financial services include another Edward Jones advisor (Marcos Palma Garcia) and Build4Success financial service, offering additional support and options for clients.
What nearby legal services can clients of Edward Jones access?
Clients can find nearby legal assistance at places like Pocklington Law Offices and Simon Law, which specialize in legal and family law services.
Are there good dining options near Edward Jones - Financial Advisor: Puja Markus for clients visiting the area?
Yes, clients can enjoy nearby restaurants such as Sourdough & Co., Papa Murphy's Take 'N' Bake Pizza, and The Kebab Shop for a variety of meal options.
What other types of services or amenities are available nearby Edward Jones - Financial Advisor: Puja Markus?
Nearby amenities include a gas station (Valero), automotive repair (Justin's Auto Care), and hair salon services at Blades Co Barbershop, providing convenience for clients around the appointment time.