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.
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Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS®
I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.
SD
Sean D'Agostino
Mar 17, 2021
5.0
My wife and I just moved our accounts over to Mr. Tucker. After spending almost three hours listening to our current goals and our future goals, he tailored a plan to meet our needs and goals. It was the personal touch that separates him from other agents we have worked with in the past. I would recommend Mr Tucker to all of our friends and family.
JP
Jose Perez
Mar 10, 2021
5.0
Mr Tucker is a valuable partner. His knowledge of the business and his ability to simplify the steps needed for financial freedom is worth it’s weight in gold. I have recommended him to my entire network.
Frequently Asked Questions About Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS®
What personalized investment services does Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS® 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 office hours for the Edward Jones - Financial Advisor: J.B. Tucker location in Bradenton, FL?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: J.B. Tucker, CFP®|AAMS® located?
The office is located at 1001 3rd Ave W, Suite 150, Bradenton, FL 34205, USA.
How can I contact J.B. Tucker, the financial advisor at Edward Jones?
You can contact J.B. Tucker via email at j.b.tucker@edwardjones.com or by phone at +1 941-747-4752.
Does Edward Jones - Financial Advisor: J.B. Tucker offer online tools for retirement planning?
Yes, they offer a retirement savings calculator available on their website to help clients prepare for their future.
What services and products does Edward Jones - Financial Advisor: J.B. Tucker provide?
They offer services such as stock and bond brokerage, investment management, and financial advising tailored to client goals.
Which language is primarily spoken at Edward Jones - Financial Advisor: J.B. Tucker's office?
English is the primary language spoken at the office.
How can nearby businesses like NDC Realty and The Moriarty Law Firm complement my visit to Edward Jones?
If you're considering real estate investments, NDC Realty can provide expert advice, and The Moriarty Law Firm offers legal services which might be helpful for estate or financial planning, enhancing your overall financial decisions.
Are there convenient dining options near Edward Jones - Financial Advisor: J.B. Tucker's office?
Yes, Jimmy John's sandwich shop is nearby, providing a quick and convenient option for meals before or after your appointment.
What nearby professional services can I access alongside Edward Jones for comprehensive financial planning?
You can find nearby services like Johnson Messal Bristow PLLC and Ellenton CPA for accounting and trust services, and Wealth Enhancement Group for additional financial advising, complementing your financial planning needs.