Services we offer
INVESTMENT & SERVICES, RETIREMENT, EDUCATION,SAVING, SPENDING & BORROWING SOLUTIONS,INSURANCE, ESTATE PLANS & TRUSTS.
Reviews
5.01 Reviews
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Showing 1-1 of 1 reviews
Carmen M.
Apr 2009
Financial Planning
We are not people who you could say are in need of wealth management. We are educators and have the level of income that comes with that profession. David has invested wisely for us so we know exactly what our worth is, what our goals are, and how we are achieving them. He calls at least monthly to make sure all our questions and concerns are addressed. If something alarming happens with the market, he makes personal calls to his clients to make sure we all understand what is going on. He is a Stanford grad, has received many awards for his community service work in Redwood City, and is honest, forthright, always available, and always listens.
Licensing
State Contractor License Requirements
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.
*Contact business to see additional licenses.
FAQ
EDWARD JONES is currently rated 5.0 overall out of 5.
No, EDWARD JONES does not offer free project estimates.
No, EDWARD JONES does not offer eco-friendly accreditations.
No, EDWARD JONES does not offer a senior discount.
No, EDWARD JONES does not offer emergency services.
No, EDWARD JONES does not offer warranties.
EDWARD JONES offers the following services: INVESTMENT & SERVICES, RETIREMENT, EDUCATION,SAVING, SPENDING & BORROWING SOLUTIONS,INSURANCE, ESTATE PLANS & TRUSTS.