Edward Jones - Financial Advisor: Carl T Takata, CFP®|ChFC®|CLU®
5.02 reviews
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: Carl T Takata, CFP®|ChFC®|CLU®
550 Paiea St, Honolulu, HI
96819, United States
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- BDBlake DMar 20, 20205.0Very knowledgeable, courteous, and has your best interest in mind. Thanks again Carl!
Frequently Asked Questions About Edward Jones - Financial Advisor: Carl T Takata, CFP®|ChFC®|CLU®
What investment services does Edward Jones - Financial Advisor: Carl T Takata offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient strategies, tailored to individual client needs.
How can I schedule a consultation with Carl T Takata at Edward Jones?
You can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/carl-takata/contact/.
Where is Edward Jones - Financial Advisor: Carl T Takata located?
The office is located at 550 Paiea St, Suite 124, Honolulu, HI 96819, in the Airport Trade Center.
What languages are spoken at Edward Jones - Financial Advisor: Carl T Takata?
Services are provided in English.
Is Edward Jones - Financial Advisor: Carl T Takata currently open?
Yes, the business is currently open.
What online resources are available for financial planning at Edward Jones?
They offer a retirement savings calculator accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby dining options are available close to Edward Jones at Airport Trade Center?
Nearby dining options include L & L Hawaiian BBQ, Ninja Sushi Airport, Big Kahuna's Pizza, Family BBQ, Mixplate by L&L, and Jamba Airport Trade Center for smoothies and health foods.
Which nearby places can I visit before or after my appointment at Edward Jones?
You can explore nearby places like the Airport Trade Center shopping center, Starbucks for coffee, and the Airport 7 Market convenience and grocery store.
Are there nearby financial institutions to Edward Jones in Honolulu?
Yes, nearby financial institutions include HawaiiUSA Federal Credit Union and Pearl Hawaii Federal Credit Union.
How can I contact Edward Jones - Financial Advisor: Carl T Takata by phone or email?
You can call the main phone number at +1 808-444-7118 or the alternate phone at +1 808-833-1999. Email contact is carl.takata@edwardjones.com.