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: Isaac J Valley, CFP®|AAMS®
3537 53rd Ave W, Bradenton, FL
34210, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- TNTaylor NicholsOct 9, 20255.0I can’t say enough good things about Isaac Valley! He’s been such a huge help when it comes to navigating my finances and planning for the future. Isaac is easy to talk to, really takes the time to listen, and explains things in a way that actually makes sense. You can tell he genuinely cares about his clients and wants the best for them. I always leave our conversations feeling confident and taken care of. If you’re looking for someone trustworthy and down-to-earth to help with your finances, Isaac’s your guy!
- HHHunter HolderOct 9, 20255.0I had an excellent experience working with Isaac! He’s extremely knowledgeable and clearly passionate about what he does. Isaac takes the time to explain everything in a way that’s easy to understand, and he genuinely cares about helping you reach your financial goals. He’s personable, attentive, and makes what could be a stressful process feel simple and enjoyable. Highly recommend Isaac to anyone looking for a CFA who truly goes above and beyond for his clients!
- BCBreanna CannamucioOct 9, 20255.0Issac is one of those rare people who instantly puts you at ease. I came to him feeling anxious about my finances, and he’s helped me build confidence and clarity every step of the way! He doesn’t just manage the numbers, he helps you understand why things matter and how to make smarter choices. I trust him completely with my financial independence and future !
- VNValeria NicholsOct 9, 20255.0I have always sucked with financial planning , but honestly finding Isaac Valley was heaventsent. Not only is he incredibly smart and trustworthy but he truly cares about every single client he works with. I can confidently say I dont need to worry about any of my investments because I know i am in the best hands!
- ELEmily LOct 9, 20255.0I’m so glad I found Isaac! I’ve been really nervous to dive into financial planning and was recommended by a friend to him. I trust him completely, it feels like he has my best interests as the number one priority. I’ve stepped back and let him work his magic and my investments have skyrocketed! I would recommend him to my friends and family and definitely recommend him to you! Thank you Isaac!
Frequently Asked Questions About Edward Jones - Financial Advisor: Isaac J Valley, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Isaac J Valley offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Isaac J Valley?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 4:30 PM, and is closed on Saturdays and Sundays. On Saturdays, appointments are available by reservation only.
Where is Edward Jones - Financial Advisor: Isaac J Valley located?
The office is located at 3537 53rd Ave W, Bradenton, FL 34210, US.
How can I contact Edward Jones - Financial Advisor: Isaac J Valley?
You can contact the office by phone at +1 941-792-8397 or by email at isaac.valley@edwardjones.com.
Is there an app available for managing my investments with Edward Jones?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help you manage your investments conveniently.
How can I schedule an appointment with Isaac J Valley at Edward Jones?
Appointments can be scheduled online through the Edward Jones contact page for Isaac J Valley.
What languages are spoken at Edward Jones - Financial Advisor: Isaac J Valley's office?
The office primarily offers services in English.
Which mobile phone stores are nearby Edward Jones - Financial Advisor: Isaac J Valley?
Nearby mobile phone stores include Verizon Wireless and Metro by T-Mobile, which can be convenient if you need mobile services or equipment before or after visiting Edward Jones.
What dining options are available near Edward Jones in Bradenton?
There are several nearby dining places including Subway, Evie's Tavern and Grill, Rocco's Italian Kitchen, and DIY Boba Tea and Asian Bowls where clients can enjoy meals before or after their appointments.
Are there any fitness facilities near Edward Jones' office?
Yes, clients can find fitness centers like Go Legs Cycle Studio and Snap Fitness nearby, which may be useful for those wanting to combine a fitness session with their visit.