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: Ivan Shiffman
329 Danbury Road, New Milford, CT
06776, United States
Reviews
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- CKConstantine KolitsasSep 20, 20235.0Ivan is very knowledgeable and has a wide variety of products for every need. I highly recommend him as someone to be trusted with my financial future.
- TRTammy ReardonAug 9, 20235.0I never expected such personal service from an investment firm! Not only do I trust their expertise, I look forward to our meetings and discussions.
- KCKimberly Taylor CrossMar 29, 20235.0Ivan and his firm provide a wealth (no pun intended!) of financial information! Whether it's planning for retirement, or a new project or business - he can help with your financial needs. Friendly and insightful. He'll give you the dedicated time you need.
Frequently Asked Questions About Edward Jones - Financial Advisor: Ivan Shiffman
Who is Ivan Shiffman in relation to Edward Jones?
Ivan Shiffman is a financial advisor at Edward Jones, providing personalized investment services.
What financial services does Edward Jones - Financial Advisor: Ivan Shiffman offer?
They offer financial advisory services including retirement planning, education savings, tax-efficient investment strategies, and investment management such as stocks and bonds.
How can I contact Edward Jones - Financial Advisor: Ivan Shiffman?
You can contact them by phone at +1 203-702-7020 or email ivan.shiffman@edwardjones.com.
Where is Edward Jones - Financial Advisor: Ivan Shiffman located?
The office is located at 329 Danbury Road, New Milford, CT 06776, USA.
Can I schedule a consultation with Ivan Shiffman online?
Yes, you can make a reservation or contact Ivan Shiffman online through their official contact page on the Edward Jones website.
Does Edward Jones - Financial Advisor: Ivan Shiffman have any mobile apps for clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to manage your investments and consultations.
What languages are spoken by the Edward Jones team at Ivan Shiffman’s office?
They provide services in English.
Which nearby businesses could I visit before or after a meeting at Edward Jones - Financial Advisor: Ivan Shiffman?
Nearby you can visit Quality Fence, Inc. for fencing needs, Bagelman for a snack at their bagel shop, or Valero gas station for fueling or convenience items.
Are there any automotive services near Edward Jones - Financial Advisor: Ivan Shiffman?
Yes, Wetmore's Chrysler Jeep Dodge RAM and J & J Motors offer car sales and automotive repair services close by.
What nearby places can help me maintain my home or property after consulting Edward Jones?
You can visit Redline Remodeling or Apple Siders for building supplies, or Lasco Roofing and Sheet Metal for roofing services.