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: Becky McSwain, ChFC®|CLU®|CKA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Becky McSwain, ChFC®|CLU®|CKA®
What are the regular business hours for Edward Jones - Financial Advisor: Becky McSwain?
The business is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on weekends except by appointment on Saturdays.
How can I schedule an appointment with Becky McSwain at Edward Jones?
You can schedule an appointment by visiting the online contact page at https://www.edwardjones.com/us-en/financial-advisor/becky-mcswain/contact/ or by calling the main phone number +1 941-244-9790.
What types of financial services does Edward Jones - Financial Advisor: Becky McSwain offer?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual goals.
Is there a way to contact Becky McSwain via email?
Yes, Becky McSwain can be contacted via email at becky.mcswain@edwardjones.com.
Does Edward Jones provide any online tools for financial planning?
Yes, they offer a retirement savings calculator to help you determine if you're retirement ready, accessible through their website.
What languages are spoken at this Edward Jones location?
English is the primary language spoken at this location.
Where is Edward Jones - Financial Advisor: Becky McSwain located?
The office is located at 4502 Cortez Rd West, Suite 105, Bradenton, FL 34210, USA.
What nearby medical centers can I visit before or after my appointment?
Nearby medical centers include MaxHealth Primary Care and Bradenton Primary Care, offering convenient healthcare options close to Edward Jones.
Are there any dining options near the Edward Jones office?
Yes, nearby dining options include Durango Steakhouse for seafood, Aroy D Thai and Sushi for Thai and sushi cuisine, and Little Caesars Pizza for quick pizza meals.
Where can I go for recreational activities near Edward Jones?
Nearby recreational spots include Pinebrook Ironwood Golf Course for golf enthusiasts and Transitions Rehabilitation offering physical therapy and gym facilities.