Edward Jones - Financial Advisor: Jonathan E Shoffner, CFP®|AAMS®
5.02 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jonathan E Shoffner, CFP®|AAMS®
1740 Taliaferro Trail, Montgomery, AL
36117, United States
Hours
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- BTBlack's mobile TiresSep 29, 20255.0Great service
- ALAdam LuckFeb 8, 20245.0Jonathan is a very good advisor. He not only talks about money and investments but also tries to get to know you on a personal level. Also it’s nice being able to have a secretary, Patricia, who is on top of things and will always answer the phone to help anyway she can.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan E Shoffner, CFP®|AAMS®
What personalized investment services does Edward Jones offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor Jonathan E Shoffner?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor Jonathan E Shoffner located?
The office is located at 1740 Taliaferro Trail, Montgomery, AL 36117, United States.
How can I contact Jonathan E Shoffner for financial advising services?
You can contact Jonathan E Shoffner via phone at +1 334-270-8377 or by email at jonathan.shoffner@edwardjones.com.
What types of financial products and services does this Edward Jones office provide?
They provide services as Financial Advisors, Investment Management, Funds Investment, and Stock & Bond Brokerage.
Is there an app available to access Edward Jones services?
Yes, Edward Jones offers mobile apps available on Android and iOS for client convenience.
How can I schedule a consultation with Jonathan E Shoffner?
You can schedule a consultation through the Edward Jones website reservation page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-shoffner/contact/.
Are there real estate agents near Edward Jones in Montgomery?
Yes, several real estate agents are nearby, including Kenosha "The Real Estate Angel" Reynolds Realtor, Alabama Homefinders, Bernadette Bonner, KW Montgomery, and KW Montgomery itself, which could be helpful for clients interested in property investments.
What financial or insurance services are available near Edward Jones?
Nearby financial and insurance services include Kimberly M Clenney CPA LLC for accounting, The Maloy Agency, Safe Harbor Insurance Partners, Nationwide Mutual Insurance Company, and Bridgeway Insurance Group for insurance needs.
Are there counseling or mental health services near Edward Jones that clients might benefit from?
Yes, nearby counseling and mental health services include Laurie Mattson Shoemaker and Thriveworks Counseling, which could support clients seeking comprehensive wellness alongside financial planning.