Edward Jones - Financial Advisor: Kellie L Morlock

Business details

Category
Financial Services · Financial consultant, Investment service
Address
101 Main St G, Half Moon Bay, CA 94019
Phone
(650) 889-5398
Website
edwardjones.com
County
San Mateo County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you need help planning for retirement or simply want a clearer picture of your investments, Edward Jones - Financial Advisor: Kellie L Morlock offers financial guidance tailored to you. Serving Half Moon Bay and communities across San Mateo County, we work one-on-one with individuals and families to build plans around their goals and their comfort with risk.

Our services include investment consulting, stock and portfolio guidance, and financial planning designed to help you move forward with confidence. We take the time to listen, explain each option in plain language, and make sure you understand every step before you decide.

Book a conversation through our booking page.