Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Robert Sorensen
470 James St, New Haven, CT
06513, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert Sorensen
What services does Edward Jones - Financial Advisor: Robert Sorensen provide?
Robert Sorensen offers financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Robert Sorensen located?
The office is located at 470 James St, Suite 13, New Haven, CT 06513, USA.
How can I schedule an appointment with Robert Sorensen?
You can schedule an appointment through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/robert-sorensen/contact/.
What are some specialties of Robert Sorensen as a financial advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones - Financial Advisor: Robert Sorensen have a mobile app?
Yes, you can download the Edward Jones mobile app on Android and iOS devices.
What languages are spoken at Edward Jones - Financial Advisor: Robert Sorensen?
English is the language spoken at this office.
What is the main contact phone number for Edward Jones - Financial Advisor: Robert Sorensen?
You can reach the office at +1 203-985-9212.
What other Edward Jones financial advisors are located near Robert Sorensen's office?
Nearby Edward Jones advisors include John F Longyear, Paul H Schott, and Nikola Sormaz.
Are there any wellness or fitness centers near Edward Jones - Financial Advisor: Robert Sorensen?
Yes, Mountain View Wellness and Balanced Yoga Studio are nearby, offering holistic wellness, yoga, and gym services.
What community or non-profit organizations are near Edward Jones - Financial Advisor: Robert Sorensen that customers might visit?
The Jacqueline R Satchell Foundation and Gather New Haven are local community organizations nearby that customers might find interesting.