Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Holika Castillo, CEPA®
1515 S Federal Hwy, Boca Raton, FL
33432, United States
Reviews
5.0
1 reviews
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- MPMeba PerezJul 22, 20255.0Holika has veen very clear, trusted and helpful on any questions thatI may have. She's very profesional and easy to reach.
Frequently Asked Questions About Edward Jones - Financial Advisor: Holika Castillo, CEPA®
What is the main service offered by Edward Jones - Financial Advisor: Holika Castillo, CEPA®?
They offer personalized financial advising services including retirement planning, education savings, and insurance support.
How can I schedule an appointment with Holika Castillo at Edward Jones?
Appointments can be scheduled through their contact page on the Edward Jones website.
What types of retirement plans does Edward Jones - Holika Castillo specialize in?
They specialize in 401(k) rollovers, Roth IRAs, SEP IRAs, and Traditional IRAs.
What is the address and location of Edward Jones - Financial Advisor Holika Castillo's office?
The office is located at 1515 S Federal Hwy, Ste 119, Boca Raton, FL 33432, USA.
Which languages are spoken by the financial advisors at Edward Jones - Holika Castillo?
English is spoken at this location.
Are there any mortgage lenders near Edward Jones - Holika Castillo's office?
Yes, several Guild Mortgage offices are nearby, including those of Gianmarco Pucci, Ani Wilbanks, Nellie Hernandez, Glenn Aloisi, and Gino Giandurco, which could be helpful if you are considering home financing alongside investment planning.
What travel services are available near Edward Jones - Holika Castillo that clients might consider for leisure or business trips?
Luxe Travel Management and First Class Vacations are nearby travel service providers you can consult for travel arrangements before or after your financial planning sessions.
Are there any insurance agencies near Edward Jones - Holika Castillo for additional insurance solutions?
Yes, Siracusa Risk Management, Sirix Group, Northwestern Mutual Striano Financial Group, Truck Insurance, and Sanitation Insurance are located nearby and could complement your investment and insurance planning needs.
How can I contact Edward Jones - Financial Advisor Holika Castillo for inquiries?
You can reach out via phone at +1 561-620-8144 or email holika.castillo@edwardjones.com.
Is Edward Jones - Financial Advisor Holika Castillo affiliated with any notable competitors or related financial institutions?
Yes, Edward Jones competes with firms such as Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.