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: Jim Bates, CFP®|CEPA®
34 Water St, Mystic, CT
06355, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Bates, CFP®|CEPA®
What kind of financial services does Edward Jones - Financial Advisor: Jim Bates, CFP®|CEPA® provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual needs and goals.
Where is Edward Jones - Financial Advisor: Jim Bates located?
They are located at 34 Water St, Unit 4, Mystic, CT 06355, USA.
What are the office hours for Edward Jones - Financial Advisor: Jim Bates?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Jim Bates at Edward Jones for financial advice?
You can reach them by phone at +1 860-536-2808 or email at jim.bates@edwardjones.com.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor: Jim Bates?
Yes, you can book a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-bates/contact/.
What language is spoken at Edward Jones - Financial Advisor: Jim Bates' office?
They provide services in English.
Are there any nearby financial advisors similar to Edward Jones - Financial Advisor: Jim Bates?
Yes, nearby financial advisory options include Robert Henderson, Lansdowne Wealth Management, Morgan Stanley Financial Advisors, and Mark Benedict - Morgan Stanley, all located in the Mystic area.
What are some local attractions near Edward Jones - Financial Advisor: Jim Bates?
Visitors can enjoy nearby attractions such as The Sandbar Mystic for canoe and kayak rentals and the Mystic River Railroad Bridge, a historical landmark in the area.
If I'm visiting Edward Jones in Mystic, where can I find places to eat nearby?
Nearby dining options include Captain Daniel Packer Inne, Red 36 (an American seafood restaurant and bar), and Friar Tuck's Tavern, which offers British and Irish cuisine.
Does Edward Jones - Financial Advisor: Jim Bates have any online tools for 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 clients prepare for their future.