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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Location
Edward Jones - Financial Advisor: Katrina K Masada, AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Katrina K Masada, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Katrina K Masada, AAMS® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and tailored financial advice.
Where is Edward Jones - Financial Advisor: Katrina K Masada, AAMS® located?
It is located at 95-720 Lanikuhana Avenue, Suite 130, Mililani, HI 96789, USA.
What are the typical business hours for Edward Jones - Financial Advisor: Katrina K Masada, AAMS®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM. It is closed on Sundays and Saturdays, except by appointment only on Saturdays.
How can I contact Edward Jones - Financial Advisor: Katrina K Masada, AAMS®?
You can contact them by phone at +1 808-625-4404 or by email at katrina.masada@edwardjones.com.
Is there an option to book a consultation or appointment online?
Yes, you can schedule an appointment or contact the office via their reservation webpage at https://www.edwardjones.com/us-en/financial-advisor/katrina-masada/contact/
Which languages are spoken by the staff at Edward Jones - Financial Advisor: Katrina K Masada, AAMS®?
English is the primary language spoken at this office.
Are there any financial institutions near Edward Jones - Financial Advisor: Katrina K Masada, AAMS® that might be useful for customers?
Yes, nearby financial institutions include Central Pacific Bank, American Savings Bank, and Lōkahi Federal Credit Union, which can assist with banking needs before or after your visit.
What other financial advisory services are available nearby?
Chinen & Arinaga Financial Group, Inc. and Brandon Kim - State Farm Insurance Agent are nearby financial service providers you might consider.
What nearby services can customers use to combine their financial planning visit with personal care?
Nearby personal care services include Hnlax By Dre Empire (barber and hair salon) and Foley OB & Aesthetics (medical spa and skin care), allowing customers to combine grooming or wellness appointments before or after financial consultations.
Are there nearby medical or health services clients might find useful around Edward Jones?
Yes, several health services are nearby, including Fujimoto Staphe T DDS Inc (dentist), Patricia Ichimura, OD (optometrist), and Mililani Back Care Center (chiropractor).