Edward Jones - Financial Advisor: Robert W Diaz
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1309 S Mary Ave #204, Sunnyvale, CA 94087
- Phone
- (408) 542-0006
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you need help planning for retirement or simply want a clear view of where your investments stand, Edward Jones - Financial Advisor: Robert W Diaz offers financial guidance tailored to you. We provide investment and financial advice to individuals and families in Sunnyvale and across Santa Clara County, helping clients work toward their goals with a plan built around their own circumstances.
Our services cover investment planning and stock brokerage, with a focus on understanding each client's priorities before making recommendations. We aim to keep our approach personal and easy to follow, so you always know how your financial picture is developing and what the next steps look like.
To start a conversation, book a meeting through our booking page, or visit our website to learn more about how we can help.
Our services cover investment planning and stock brokerage, with a focus on understanding each client's priorities before making recommendations. We aim to keep our approach personal and easy to follow, so you always know how your financial picture is developing and what the next steps look like.
To start a conversation, book a meeting through our booking page, or visit our website to learn more about how we can help.