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: Kyle W Lundberg, CFP®
2535 Townsgate Rd, Westlake Village, CA
91361, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- MPMike PettitJan 20, 20215.0Very Happy with the personal customer service. I would recommend to Family or Friends.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kyle W Lundberg, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: Kyle W Lundberg, CFP®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Kyle W Lundberg, CFP® located?
The office is located at 2535 Townsgate Rd, Ste 201, Westlake Village, CA 91361, USA.
How can I contact Kyle W Lundberg for financial advice?
You can contact Kyle W Lundberg by phone at +1 805-496-5584 or via email at kyle.lundberg@edwardjones.com.
What financial services does Edward Jones - Financial Advisor: Kyle W Lundberg offer?
They offer services including stocks & bonds, investment management, and advisory services tailored to individual client needs.
Does Edward Jones - Financial Advisor: Kyle W Lundberg provide online tools or apps?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help clients manage their investments.
Can I schedule an appointment online with Kyle W Lundberg?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kyle-lundberg/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Kyle W Lundberg's office?
English is spoken at the office.
Which nearby real estate agents might be helpful if I'm considering property investments?
Nearby real estate professionals include Julia Louisa Rick, Stephanie Rosenfeld Realtor, Troy Markas Real Estate, and The One Luxury Properties, among others, who can assist with real estate investments.
Are there other financial service providers near Edward Jones - Financial Advisor: Kyle W Lundberg?
Yes, nearby financial services include Financial Transition Partners, Oak Asset Management, Seapoint Business Advisors, and Townsgate Wealth Management.
How can nearby insurance agents assist clients of Edward Jones?
Nearby insurance agencies like Farmers Insurance - Dennis Koors and Koors Insurance can provide complementary auto and general insurance services for clients.