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: Joe Levy, CRPS™
4731 E Union Hills Dr, Phoenix, AZ
85050, United States
Hours
Reviews
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- JEJennie EvashenkoJun 25, 20255.0⭐️⭐️⭐️⭐️⭐️ I've had an outstanding experience working with Joe Levy! His deep understanding of economics, especially when it comes to retirement planning and investing, has made a huge difference in my financial confidence. Joe always takes the time to explain complex concepts in a way that’s easy to understand, which has helped me feel much more informed and secure about my future. On top of that, he's incredibly friendly, professional, and genuinely helpful. Joe consistently goes above and beyond to make sure I’m on track with my goals. Highly recommended for anyone looking for a knowledgeable and trustworthy financial advisor.
- TGTodd GartmanJun 12, 20215.0Joe Levy we'll help you take take care of your investment strategies And we'll take time to explain to you any service he is proposing as well as answering any investment questions you may have in layman terms.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Levy, CRPS™
What services does Edward Jones - Financial Advisor: Joe Levy, CRPS™ provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Joe Levy, CRPS™ located?
The office is located at 4731 E Union Hills Dr, Ste 116, Phoenix, AZ 85050, USA.
What are the office hours for Edward Jones - Financial Advisor: Joe Levy, CRPS™?
The office is open Monday through Friday, from 8:00 AM to 5:00 PM, and closed on weekends.
How can I contact Joe Levy, the financial advisor at Edward Jones?
You can reach Joe Levy by phone at +1 480-761-2092 or via email at joe.levy@edwardjones.com.
Is there an online appointment booking option available?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/joe-levy/contact/.
Does Edward Jones - Financial Advisor: Joe Levy offer any mobile apps for client access?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms for convenient access to financial services.
What languages are spoken at Edward Jones - Financial Advisor: Joe Levy?
The primary language spoken is English.
What financial products does Edward Jones specialize in?
Edward Jones specializes in stocks and bonds, investment management, and investment advisory services.
Are there any recreational or wellness places near Edward Jones - Financial Advisor: Joe Levy?
Yes, nearby wellness and recreational options include Time to Shine Studio spa, 9Round Kickboxing Fitness gym, and Beso Wellness and Beauty medical spa, which clients might enjoy visiting before or after financial consultations.
What dining or refreshment options are close to Edward Jones - Financial Advisor: Joe Levy?
Bruster's Real Ice Cream, an ice cream shop and bakery, is nearby offering a sweet treat option for visitors in the area.