Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Anna Li Castro, CRPC™
15111 Whittier Blvd, Whittier, CA
90603, United States
Hours
Reviews
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- AMAnthony MarinoAug 23, 20195.0Amazing experience. We had issues with another advisor and came to her randomly for guidance. Not only did she refrain from throwing another advisor under the bus for her own personal benefit, but she took the time to explain to us the current state of our account on her own personal time and spent over an hour working with us (without an appointment) Definitely switching over to Mrs. Castro, and would advice anyone looking for someone trustworthy to do the same!
Frequently Asked Questions About Edward Jones - Financial Advisor: Anna Li Castro, CRPC™
What are the regular business hours for Edward Jones - Financial Advisor: Anna Li Castro?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I schedule an appointment with Anna Li Castro at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/anna-licastro/contact/ or by calling +1 562-943-5787.
What financial services does Edward Jones - Financial Advisor: Anna Li Castro offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Edward Jones emphasize in their financial advising?
Their specialties include 401(k) plans, Roth IRA accounts, 529 College Savings Plans, and life insurance.
Where is Edward Jones - Financial Advisor: Anna Li Castro located?
The office is located at 15111 Whittier Blvd, Ste 380, Whittier, CA 90603, United States.
What language is primarily used at Edward Jones - Financial Advisor: Anna Li Castro?
English is the primary language spoken at this office.
Can you recommend nearby places relevant to financial or real estate services when visiting Edward Jones?
Nearby, you can find several mortgage brokers and real estate agents including LES Inc., Deborah Gonzalez, Justin Salamone, and Friendly Hills Realty. These could be helpful if you're exploring complementary financial services or real estate opportunities.
Are there healthcare facilities near Edward Jones - Financial Advisor: Anna Li Castro?
Yes, nearby healthcare-related places include A-1 Home Care Agency, A-1 Domestic Professional Services, Optum - Whittier medical center, and Bergman Medical Group family practice.
What dining options are close to Edward Jones in Whittier?
Tacos Cabrones, a local taco restaurant, is a nearby dining option for visitors looking for a casual meal before or after their appointment.
How can customers access financial planning tools recommended by Edward Jones - Financial Advisor: Anna Li Castro?
Customers can use the retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help prepare for retirement planning.