Edward Jones - Financial Advisor: Tracy G Milanese, CFP®|CEPA®|CRPS™
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: Tracy G Milanese, CFP®|CEPA®|CRPS™
6868 N 7th Ave, Phoenix, AZ
85013, United States
Hours
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- LCLinda ColwellMay 9, 20215.0Life is better with a financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Tracy G Milanese, CFP®|CEPA®|CRPS™
What are the regular business hours for Edward Jones - Financial Advisor: Tracy G Milanese?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and on Friday from 9:00 AM to 4:00 PM. It is closed on Sundays and by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Tracy G Milanese located?
The office is located at 6868 N 7th Ave, Suite 103, Phoenix, AZ 85013, USA.
What services does Edward Jones - Financial Advisor: Tracy G Milanese provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.
How can I contact Edward Jones - Financial Advisor: Tracy G Milanese?
You can contact them via phone at +1 602-265-3437 or email at tracy.milanese@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Tracy G Milanese?
Yes, appointments can be made online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/tracy-milanese/contact/.
Are there any nearby services that complement my visit to Edward Jones - Financial Advisor: Tracy G Milanese?
Yes, nearby services include Henry Insurance and Chad Kohl - State Farm Insurance Agent for insurance needs, as well as local dental offices such as Dr. Angela S. Wilson, DMD and North Phoenix Family Dentistry.
What nearby therapy and counseling options are available around Edward Jones - Financial Advisor?
The H.U.G Therapy Center, LLC and Always Growing Relationships Therapy are nearby options for counseling and mental health services you might consider before or after your visit.
Are there any restaurants near Edward Jones - Financial Advisor: Tracy G Milanese?
Yes, Sonic Drive-In, a burger restaurant, is near the office and could be convenient for a meal before or after your financial consultation.
Does Edward Jones - Financial Advisor: Tracy G Milanese have any online tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help assess your readiness.
Which competitors does Edward Jones - Financial Advisor: Tracy G Milanese monitor for rank tracking?
They monitor competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.