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.
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Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®
I've been with Scott and his team for many years. After working with Putnam, Ameriprise and Fidelity to mention a few I can comfortably say Scott and the Edward Jones structure works best for my needs. I did at one time have a different Edward Jones representative so I know first hand the difference a knowledgeable and relatable professional makes. Scott and his staff checks on my satisfaction and status from time to time. He asked how often he should check with me and follows up accordingly.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®
What financial services does Edward Jones - Financial Advisor: Scott M Wheeler, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Scott M Wheeler, AAMS® located?
Their office is located at 113 W Main Street, Suite A, Payson, AZ 85541, USA.
What are the office hours for Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®?
They are open Monday through Friday from 7:30 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®?
You can reach them by phone at +1 928-468-2281 or email Scott Wheeler at scott.wheeler@edwardjones.com.
Can I book a consultation appointment online with Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®?
Yes, appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-wheeler/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®?
The services are offered in English.
Are there any nearby places to grab a meal or relax after visiting Edward Jones?
Yes, nearby places include Macky's Grill for American cuisine, Rim Country BBQ and Wood Fired Pizza for barbecue and pizza, and Marble Slab Creamery for ice cream.
What entertainment options are near Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®?
Nearby entertainment includes the Sawmill Theatre - Payson and Sawmill Theatres, which offer cinema and theatre experiences.
Can I combine my visit to Edward Jones with fitness activities nearby?
Yes, Rim Country Crossfit, a local gym and sports venue, is close by for fitness and boot camp sessions.
What financial services providers are competitors to Edward Jones - Financial Advisor: Scott M Wheeler, AAMS®?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.