Edward Jones - Financial Advisor: Elizabeth N Knier - Half Moon Bay, California

Edward Jones – Financial Advisor: Elizabeth N Knier – A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment management services, Edward Jones – Financial Advisor: Elizabeth N Knier presents a dedicated resource. Located at 504 Ave Alhambra Suite 100, Half Moon Bay, CA 94019, United States, this firm offers personalized guidance tailored to meet unique financial goals. With a commitment to building long-term relationships, Elizabeth Knier and her team provide a stable and trustworthy approach to managing assets and securing the future.

Phone: 6505608441

Specialties: Edward Jones specializes in a wide range of financial services, including acting as a financial consultant, finance broker, conducting financial audits, developing robust financial plans, offering specialized investment services, and facilitating transactions through a stock broker. This multifaceted approach allows them to address various client needs – from retirement planning and estate management to education savings and tax optimization.

Other Points of Interest: Recognizing the importance of accessibility, the office at 504 Ave Alhambra Suite 100 is equipped to accommodate individuals with disabilities. Key amenities include a wheelchair-accessible car park, a wheelchair-accessible toilet, and a wheelchair-accessible entrance. Furthermore, standard toilet facilities are available. To ensure efficient service and personalized attention, appointments are recommended. Contacting the office directly to schedule an appointment is the best way to guarantee a dedicated consultation.

Opinions: Currently, this Edward Jones branch has 0 reviews on Google My Business, indicating a relatively new establishment or a period of limited online engagement. However, this does not diminish the firm’s commitment to providing quality service. As the firm continues to grow and attract clients, we anticipate a steady increase in positive feedback and testimonials.

Elizabeth N Knier – A Dedicated Financial Professional

Elizabeth N Knier serves as the Financial Advisor at this location, bringing a wealth of experience and a client-centric philosophy to her practice. She is dedicated to understanding each client's individual circumstances, risk tolerance, and financial aspirations. Her approach is rooted in a collaborative partnership, where she works closely with clients to develop customized strategies that align with their long-term objectives. Elizabeth prioritizes clear communication, transparency, and ongoing support throughout the client’s journey.

Key Characteristics and Services

Here’s a breakdown of what clients can expect when working with Edward Jones and Elizabeth Knier:

• Personalized Financial Planning: Elizabeth focuses on creating holistic financial plans that encompass all aspects of a client’s financial life – from budgeting and debt management to retirement savings and estate planning.
• Investment Management: She offers a diverse range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), carefully selected to align with clients’ risk profiles and financial goals.
• Retirement Planning: A cornerstone of her service is assisting clients in planning for a comfortable and secure retirement, including projecting income needs, optimizing savings strategies, and exploring various retirement account options.
• Education Savings Plans: For families with children, Elizabeth helps establish and manage education savings plans, such as 529 plans, to ensure the financial resources needed for future educational expenses.
• Estate Planning Assistance: While not a legal professional, Elizabeth can provide guidance on the importance of estate planning and connect clients with qualified legal advisors to create comprehensive estate plans.
• Ongoing Support and Monitoring: Elizabeth remains a consistent and reliable resource for clients, providing ongoing support, monitoring investment performance, and making adjustments to the financial plan as needed.

Location and Accessibility

The office’s convenient location in Half Moon Bay, California, offers easy access for residents of the region. The firm’s commitment to accessibility ensures that everyone can comfortably engage in consultations. The wheelchair-accessible features demonstrate a dedication to inclusivity and equal access to financial guidance. Driving directions and parking information are readily available on the Edward Jones website and through online mapping services.

Contact Information and Scheduling

To schedule an appointment with Elizabeth N Knier, we encourage prospective clients to contact the office directly at Phone: 6505608441. Alternatively, clients can visit the office at 504 Ave Alhambra Suite 100, Half Moon Bay, CA 94019. Please note that appointments are highly recommended to ensure adequate time for a personalized consultation. The firm’s staff is dedicated to providing exceptional service and building lasting relationships with their clients. They believe that informed financial decisions, coupled with a trusted advisor, are key to achieving long-term financial success.

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