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: Richard Disho
1333 N California Blvd, Walnut Creek, CA
94596, United States
Hours
Reviews
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- BBBethMay 17, 20245.0My original financial advisor left the company and I was transferred to the Livermore, CA branch. Both Richard and Jane are awesome. I have contacted them twice now and have gotten excellent, professional and fast responses and action. I would highly recommend this office. I do not want to speak bad of previous office, but it did not work like this. I am moving to Texas but will continue to work with Richard.
- JMJuan MaganaJun 27, 20215.0I’ve been with Edward Jones for a couple of months. So far, I’m so happy with Richard Help. I definitely recommend it. Don’t leave your money a a regular bank account. Your money will grow little by little, just be patient and trust them. They will do the best so your money can grow.
Frequently Asked Questions About Edward Jones - Financial Advisor: Richard Disho
What services does Edward Jones - Financial Advisor: Richard Disho provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Richard Disho?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Richard Disho located?
The office is located at 1333 N California Blvd, Ste 540, Walnut Creek, CA 94596, USA.
How can I contact Richard Disho for an appointment or inquiries?
You can call +1 925-455-4264 or email richard.disho@edwardjones.com to contact the office. Also, appointments can be booked via their online reservation page.
Does Richard Disho offer applications for managing my investments?
Yes, Edward Jones offers mobile apps available on Android and iOS to help manage your investments conveniently.
How can I learn more about retirement planning through Edward Jones?
You can use their featured retirement savings calculator available on their website to help prepare and plan your retirement.
Which nearby financial service providers are close to Edward Jones - Financial Advisor: Richard Disho?
Nearby financial service providers include Morgan Stanley advisors such as Sara Farner, Stephany Thompson, and Charlie Doering, as well as Ameriprise Financial Services advisors like Kaha Chkheidze and Mike Powell.
Are there nearby real estate agents near Edward Jones I can connect with?
Yes, nearby real estate agents include Carissa Brikken Brown from Christie's International Real Estate Sereno, Murrey Kehrlein from Christie's International-Sereno, and Laura Wucher Real Estate Team.
What nearby banks or loan providers can assist me alongside Edward Jones services?
Nearby financial institutions include Umpqua Bank and Capri Capital, which provides auto loans.
How might exploring nearby points of interest help when visiting Edward Jones - Financial Advisor: Richard Disho?
Visiting nearby financial advisors or real estate agents can help coordinate your overall financial and investment planning. Additionally, you can manage banking needs nearby or explore real estate options to complement your investment goals.