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
Mr Elias has handled my finances for two years now. I’m so happy with my rate of growth and the diversity he has my portfolio in. He calls me every couple of months to update me on my portfolio and see how I’m doing personally. He makes sure that I’m staying on track for my goals and that I’ll be set for my retirement.
He always makes sure to tell me that he’s there at any time if I have any questions regarding my portfolio or any questions about what’s going on in the financial or stock world. So I always feel comfortable knowing he’s watching my portfolio with my best interest at heart.
I highly recommend Mr Elias for your financial planning.
KB
Kara Barbee
May 28, 2021
5.0
My husband and I have been doing business with James for a while now and let me tell you James is the best. He's very professional, and personal able. James really listens to his clients concerns and what they want to achieve in the long run of things. Going into his office James greets you with a smile and treats you like family. If anyone is in the market for a GREAT financial investor you won't be disappointed with James.
Frequently Asked Questions About Edward Jones - Financial Advisor: James T Elias
What are the main financial services offered by Edward Jones - Financial Advisor: James T Elias?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: James T Elias located?
The office is located at 671 S Carter Rd, Suite 11, Smyrna, DE 19977, USA.
What are the regular business hours for Edward Jones - Financial Advisor: James T Elias?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with James T Elias?
Appointments can be scheduled by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/james-elias/contact/ or by calling +1 302-735-8770.
Does Edward Jones - Financial Advisor: James T Elias offer online resources or apps?
Yes, they provide mobile apps available on both Android and iOS platforms to access financial services and tools conveniently.
Is there a retirement planning tool available?
Yes, they offer a Retirement Savings Calculator to help clients prepare for their financial future, accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported at Edward Jones - Financial Advisor: James T Elias?
Services are offered in English.
What nearby healthcare services can I visit before or after a meeting at Edward Jones?
Nearby healthcare services include Smyrna Dental, Pure Wellness Chiropractic, and Ken Decker, DC - Pure Wellness (Smyrna), offering dental and chiropractic care to support your health in the local area.
Are there any nearby fitness or wellness centers close to Edward Jones Smyrna office?
Yes, Snap Fitness and Snap Fitness Smyrna are nearby gyms where clients can engage in fitness activities to complement their financial wellness.
Which nearby restaurants or dining options are available around Edward Jones - Financial Advisor: James T Elias?
Eastern Shore Seafood Inc is a nearby seafood restaurant where clients can enjoy local dining before or after their financial consultation.