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
The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.
Frequently Asked Questions About Edward Jones - Financial Advisor: Garth J Case
What services does Edward Jones - Financial Advisor: Garth J Case offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the business hours for Edward Jones - Financial Advisor: Garth J Case?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Sundays and Saturdays by default, although Saturdays are available by appointment only.
Where is Edward Jones - Financial Advisor: Garth J Case located?
Edward Jones - Financial Advisor: Garth J Case is located at 2424 Manatee Ave W, Suite 212, Bradenton, FL 34205, United States.
How can I contact Edward Jones - Financial Advisor: Garth J Case?
You can contact Edward Jones at +1 941-251-9684 or via email at garth.case@edwardjones.com.
Does Edward Jones - Financial Advisor: Garth J Case support any mobile apps?
Yes, Edward Jones has mobile apps available for Android and iOS devices for easy access to your investments.
How can I schedule an appointment with Edward Jones - Financial Advisor: Garth J Case?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/garth-case/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Garth J Case?
The financial advisory services are offered in English.
Are there financial services or advisors near Edward Jones - Financial Advisor: Garth J Case?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: John J Valencia, Williams Wealth Management Group, Tricore, J Michael La Bree - Ameriprise Financial Services, and Sherrill Wealth Management.
What healthcare facilities are close to Edward Jones - Financial Advisor: Garth J Case?
Nearby healthcare options include Jsa Healthcare-Manatee, Hyper Healing - Bradenton, Optum - Riverfront, West Manatee Health Center, and Keyzer Family Dentistry, offering a range of medical and dental services.
What local attractions or recreational spots are near Edward Jones - Financial Advisor: Garth J Case?
Anna Maria Beach is a nearby beach attraction, and South Manatee Branch offers gym and sports activities, making it easy to enjoy leisure before or after financial consultations.