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: Niki Herring, CEPA®
1204 W Pierce St, Carlsbad, NM
88220, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Niki Herring, CEPA®
What services does Edward Jones - Financial Advisor: Niki Herring offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Niki Herring located?
The office is located at 1204 W Pierce St, Carlsbad, NM 88220, USA.
What are the office hours for Edward Jones - Financial Advisor: Niki Herring?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Niki Herring?
You can reach them by phone at +1 575-885-9435 or email brandi.herring@edwardjones.com.
What retirement and investment specialities does Edward Jones focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 College Savings Plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones have a mobile app for managing accounts?
Yes, Edward Jones offers both Android and iOS apps for customers to manage their accounts conveniently.
Are there nearby insurance agencies around Edward Jones in Carlsbad?
Yes, nearby insurance agencies include Bonnie Ornelas - State Farm, State Farm Insurance, Your Financial Guy - Tyler Ortega, and Farmers Insurance - Roy Willis, which can complement your financial planning needs.
Which local real estate services are near Edward Jones that might interest clients?
Nearby real estate agents and services include Casas En Venta Carlsbad, Taylor Walterscheid Realtor, Jessica Vasquez, Affinity Real Estate Services, and United Realty.
Are there any cafes or places to eat near Edward Jones in Carlsbad?
Yes, you can visit Tiki Tops Coffee Shop and Agave Plaza, both nearby, for coffee, smoothies, or drinks before or after your appointment.
How can I learn more about IRAs with Edward Jones?
You can learn more about IRAs on Edward Jones' official website through their retirement insights page.