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: Beth L Duffy, AAMS®
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.
What are the business hours for Edward Jones - Financial Advisor: Beth L Duffy, AAMS®?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Beth L Duffy at Edward Jones?
You can contact Beth L Duffy by phone at +1 860-693-6693 or via email at beth.duffy@edwardjones.com.
Is there an app available to manage my Edward Jones investments?
Yes, Edward Jones offers mobile apps available for download on Android via Google Play and iOS via the Apple App Store.
How can I schedule a consultation with Beth L Duffy?
You can schedule a consultation by visiting the reservation page on the Edward Jones website specific to Beth L Duffy.
Are there nearby financial institutions where I can access related services?
Yes, nearby financial institutions include Northwest Community Bank and Collinsville Savings Society, which might be useful for banking needs alongside your investment planning.
What local amenities are near Edward Jones - Financial Advisor: Beth L Duffy that I can visit?
Nearby amenities include The Collinsville Antiques Co. of New Hartford for antique shopping, and The Asylum Hair Salon and Escape Hair Salon for beauty services.
Are there fitness or recreational facilities close to Edward Jones in Canton?
Yes, nearby fitness and recreational facilities include Northstars Sportsplex, Empower Fitness, Anytime Fitness, and Valley Sports Center, suitable for active lifestyles.
What is the history or establishment year of Edward Jones?
Edward Jones was established in the year 1922, providing nearly a century of financial advisory services.