Edward Jones - Financial Advisor: Michelle D Ovadia, 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: Michelle D Ovadia, CFP®|AAMS®
2730 S Val Vista Dr, Gilbert, AZ
85295, United States
Hours
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- CBChristal BromleyJul 7, 20195.0Michelle is professional, knowledgeable and has been very comfortable for me to work with. Our financial situation took a turn after I moved funds into her care and I had to change my strategy. She was compassionate and reached out to discuss my options with me, which I appreciated. Her office staff is also great about keeping me informed and being responsive.
Frequently Asked Questions About Edward Jones - Financial Advisor: Michelle D Ovadia, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Michelle D Ovadia offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Michelle D Ovadia located?
The office is located at 2730 S Val Vista Dr, Bldg 3 Suite 114, Gilbert, AZ 85295, USA.
What are the operating hours of Edward Jones - Financial Advisor: Michelle D Ovadia?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Michelle D Ovadia?
You can contact the office by phone at +1 480-660-6103 or by email at michelle.ovadia@edwardjones.com.
Does Edward Jones - Financial Advisor: Michelle D Ovadia have an online presence or app?
Yes, you can visit their website or use their iOS and Android apps for convenient access to their services.
How can I schedule a consultation with Michelle D Ovadia at Edward Jones?
You can make an appointment via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/michelle-ovadia/contact/.
What nearby healthcare services can I visit before or after my consultation at Edward Jones?
Nearby healthcare services include Arizona Health and Wellness Clinic, Labcorp for laboratory testing, and Pospisil Dentistry of Gilbert for dental care, offering complementary health support when visiting the area.
Are there any counseling services near Edward Jones in Gilbert?
Yes, counseling services such as Michelle Abbott, LMFT and Exhale Counseling Services are located nearby, providing mental health support within the area.
What real estate services are available near Edward Jones - Financial Advisor: Michelle D Ovadia?
Several real estate agents and services such as John Aryan, MBA at HomeSmart, Lisa O'Connell, and Rolfe Realty Team are located near the office, which might be helpful if you're considering financial planning related to real estate.
How does Edward Jones help clients feel secure in their financial future?
Edward Jones provides tailored financial advice through face-to-face consultations and offers tools like a retirement savings calculator to prepare clients for their future.