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.
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Edward Jones - Financial Advisor: Chris Hardt, CFP®
This team has taken good care of my parents portfolio through the years and now mine.
LK
Lynn Krause
Oct 30, 2023
5.0
Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.
LA
Louis Armitage
Oct 16, 2023
1.0
Their front desk lady Nadia is extremely rude and unprofessional. Do not waste your time speaking with this unstable woman, you will find that she is extremely passive aggressive and clearly was not properly trained in her simple customer service position.
Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Hardt, CFP®
What services does Edward Jones - Financial Advisor: Chris Hardt offer?
Edward Jones - Financial Advisor: Chris Hardt offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Chris Hardt located?
The office is located at 2629 Townsgate Rd, Suite 135, Westlake Village, CA 91361, United States.
How can I contact Edward Jones - Financial Advisor: Chris Hardt?
You can reach them by phone at +1 805-590-7918 or by email at chris.hardt@edwardjones.com.
Can I schedule a consultation with Chris Hardt online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/chris-hardt/contact/.
Does Edward Jones - Financial Advisor: Chris Hardt provide any online tools to assist with financial planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help with retirement readiness.
What languages are supported by Edward Jones - Financial Advisor: Chris Hardt?
Services are provided in English.
What other financial service providers are competitors of Edward Jones in this area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there legal services located near Edward Jones - Financial Advisor: Chris Hardt?
Yes, nearby legal services include Ridley Defense, Nadel & Associates, Rebecca Houseman Attorney at Law, Langberg Law, KMD Law, and The Law Offices of Michele Cobin Friedlander, which can be helpful for clients needing legal advising.
Can I find transportation services near Edward Jones in Westlake Village?
Yes, AK Black Car offers limo services and airport shuttles nearby, which can facilitate transportation to and from your appointment.
Are there other financial advising firms close to Edward Jones - Financial Advisor: Chris Hardt?
Yes, nearby financial services include Wealthcare Alliance Inc and Sunergia, which also provide financial advising and related services.