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: Steve West, CFP®|CRPC™
5064 Annunciation Cir, Ave Maria, FL
34142, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- JBJerry BeamanMay 24, 20245.0Steve is a great individual who appears to be very knowledgeable. His first concern is the clients he works with. If you need help with your financial affairs, I think you’re like Steve and I hope you’ll leave any meeting with a smile on your face. He’s the first advisor that told me, “ It appears that you don’t need financial help. That shows he’s more concerned about the individual than his own wallet.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve West, CFP®|CRPC™
What services does Edward Jones - Financial Advisor: Steve West offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored financial advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Steve West?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Steve West located?
The office is located at 5064 Annunciation Cir, Ste 102, Ave Maria, FL 34142, USA.
How can I contact Edward Jones - Financial Advisor: Steve West?
You can call the local phone number at +1 239-262-1918 or email steve.west@edwardjones.com.
Does Edward Jones - Financial Advisor: Steve West offer online appointment scheduling?
Yes, you can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-west/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Steve West?
They provide services primarily in English.
Are there any nearby places where I can grab coffee before visiting the advisor?
Yes, The Bean of Ave Maria is a nearby coffee shop and cafe where you can enjoy breakfast or brunch before your visit.
What nearby transportation options are available to reach Edward Jones - Financial Advisor: Steve West?
Ave Rides offers transportation and travel services including airport shuttles, which can help you get to the office conveniently.
Are there any nearby amenities or services near Edward Jones - Financial Advisor: Steve West?
Yes, nearby you will find services like Ave Maria Dentistry, Ave Maria Optical, and Salon d' Maria for dental, eyewear, and beauty services respectively.
How can I learn more about Edward Jones and their privacy policies?
Information about Edward Jones and their privacy and security practices can be found on their website at https://www.edwardjones.com/us-en/privacy.