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: Jamie Fort, CFP®
2525 W Carefree Highway, Phoenix, AZ
85085, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- MMMister Mr.Oct 13, 20235.0Great friendly staff. Wendy and Jamie have been beyond helpful to me and my family. They go out of their way to ensure your financial goals. Also their extremely understanding of your finances and will make you feel safe and comfortable. (Especially during these hard times) I highly recommend this location! 10 stars! Thank you for being good people
- LBLeila BeltrameAug 11, 20215.0Jamie Fort , is such a great professional and helpful person.Thank you for help me with my retirement account. Leila Beltrame.
- TSTawn SmithOct 12, 20185.0If you are looking for someone who truly cares about you and your financials, please look no further than Jamie Fort with Edward Jones. Jamie has a wonderful personality and is great with educating her clients. I am so happy to know that Jamie will be there for me and my children, when it comes time to invest their money! I know she'll help them make the right decision.
- JSJohn SalemAug 28, 20185.0Jamie is FANTASTIC! Very knowledgeable. Great customer service! Great customer experience!!!
- PCPaula ClementsAug 28, 20185.0Jamie and Wendy are kind, welcoming, and extremely efficient... Our first experience with financial advice..Jamie learned our wants and needs after the first minutes we met her.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jamie Fort, CFP®
What services does Edward Jones - Financial Advisor: Jamie Fort provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jamie Fort located?
The office is located at 2525 W Carefree Highway, Suite 158, Phoenix, AZ 85085, US.
What are the office hours for Edward Jones - Financial Advisor: Jamie Fort?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Fridays from 8:00 AM to 2:00 PM, and closed on Saturdays and Sundays.
How can I schedule a consultation with Jamie Fort?
You can make a reservation or contact Jamie Fort through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jamie-fort/contact/.
Does Edward Jones - Financial Advisor: Jamie Fort have a mobile app?
Yes, the Edward Jones mobile app is available on both Android and iOS platforms for clients to manage their investments conveniently.
What is the contact phone number for this Edward Jones office?
You can reach the office at +1 623-580-3956.
Which language is used for communication at Edward Jones - Financial Advisor: Jamie Fort?
Services are offered in English.
Are there other financial advisors nearby Edward Jones - Financial Advisor: Jamie Fort?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Rick Pickering and Casco Financial Group which could be alternative options for financial services in the area.
What healthcare facilities are located near Edward Jones - Financial Advisor: Jamie Fort?
Nearby healthcare providers include Arizona Primary Care, Carefree Smiles Dentistry, Epiphany Dermatology, and Southwest Kidney Institute, offering convenient access to medical and dental services.
Are there any family-friendly places near Edward Jones - Financial Advisor: Jamie Fort?
Yes, Peter Piper Pizza is nearby, providing a family-friendly dining option that clients might enjoy before or after their financial consultations.