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: Nikola Sormaz
780 State St, New Haven, CT
06511, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Nikola Sormaz
What are the regular business hours for Edward Jones - Financial Advisor: Nikola Sormaz?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays, though appointments are available on weekends by request.
Where is Edward Jones - Financial Advisor: Nikola Sormaz located?
It is located at 780 State St, Unit 1, New Haven, CT 06511, United States.
What types of financial services does Edward Jones offer?
Edward Jones offers services including personal investment management, retirement planning, education savings, tax-efficient strategies, and stock and bond brokerage.
How can I schedule an appointment with Nikola Sormaz at Edward Jones?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/nikola-sormaz/contact/.
Does Edward Jones offer personalized financial advice?
Yes, Edward Jones provides tailored financial advice through face-to-face consultations to meet individual client needs and goals.
What languages does the Edward Jones office speak?
The office provides services in English.
Are there nearby tax services if I need additional financial assistance?
Yes, Jackson Hewitt Tax Service and H&R Block are nearby and can assist with taxation and financial advising needs.
What nearby dining options can I explore after visiting Edward Jones?
Nearby restaurants include Mambo Cocina Latina, Chidori Revolving Sushi, Boiling SOHO, September in Bangkok, L'Orcio, and Encore by Goodfellas for a variety of cuisines.
Is there a convenient place to get a haircut near Edward Jones?
Yes, ProStyle Haircutting Services, Allure Beauty and Barber Concepts, and Skull & Combs Co. are local nearby options for haircut and beauty services.
What is special about the retirement planning tools offered by Edward Jones?
Edward Jones features a retirement savings calculator available online to help clients prepare effectively for their future retirement goals.