Edward Jones - Financial Advisor: Beth L Duffy, AAMS®

5.0
2 reviews

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: Beth L Duffy, AAMS®
285 Albany Turnpike, Canton, CT
06019, United States

Hours

Reviews

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  • JK
    J K
    Dec 18, 2024
    5.0
    I recommend Beth Duffy to anyone looking to build financial wealth and security. Beth is very easy to work with and genuinely interested in understanding her clients' needs. She is very knowledgeable in her field and has great follow-up for every question. Edward Jones is an excellent company, and Beth's office has the backing of this big company. So, her computer models and investment offerings are top quality. Beth's staff is also very helpful, personable, and a joy to work with.
  • SP
    Susan Powers
    Mar 3, 2022
    5.0
    I have had the occasion to refer Beth to friends and customers. All have come back with glowing reviews. Beth is kind and knowledgeable. She is wonderful at helping people discover their retirement options as well as helping to prepare them for retirement years in the future. I highly recommend her. If you are leaving a job and wondering what to do about your 401K she would definitely be my first choice to consult with.

Frequently Asked Questions About Edward Jones - Financial Advisor: Beth L Duffy, AAMS®

What services does Edward Jones - Financial Advisor: Beth L Duffy, AAMS® offer?

The office offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and advice on stocks and bonds through face-to-face consultations.

Where is Edward Jones - Financial Advisor: Beth L Duffy, AAMS® located?

The office is located at 285 Albany Turnpike, Canton, CT 06019, USA.