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: Wally Stern, CFP®|AAMS®
7427 Manatee Ave West, Bradenton, FL
34209, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Wally Stern, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Wally Stern provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations tailored to individual financial goals.
Where is Edward Jones - Financial Advisor: Wally Stern located?
The office is located at 7427 Manatee Ave West, Bradenton, FL 34209, United States.
What are the regular office hours for Edward Jones - Financial Advisor: Wally Stern?
The office is open Monday through Friday from 8:00 AM to 5:00 PM. It is closed on Saturdays and Sundays except by appointment only.
How can I make an appointment with Edward Jones - Financial Advisor: Wally Stern?
Appointments can be made by contacting the office via phone at +1 941-761-1217 or by visiting the online contact page at https://www.edwardjones.com/us-en/financial-advisor/wally-stern/contact/.
Is there a mobile app available to access Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS devices. You can download them from the Google Play Store and Apple App Store respectively.
What languages are spoken at Edward Jones - Financial Advisor: Wally Stern?
The services are provided in English.
What is the best way to contact Edward Jones - Financial Advisor: Wally Stern by email?
You can reach Wally Stern via email at wally.stern@edwardjones.com.
Are there any nearby places where I can eat before or after my appointment at Edward Jones?
Yes, nearby dining options include Woodson Brothers Seafood Grill, Tequila Beach Sport Grille, Subway, Mannatees Sports Grill, and Castello Di Napoli (an Italian and American restaurant).
What nearby health services are available close to Edward Jones office?
Manatee Family Physicians, offering family practice and internal medicine, is located nearby if you need medical services in the area.
What nearby businesses might be useful for clients interested in real estate or home services?
There are several nearby real estate agents and agencies including SarasotaManateeHomesForSale.com, Sunbelt Title Agency, Ruth Ann Wood Realtor, Leslie Lake Realtor, Maryann Sells Manatee, Dan Conrad Realtor, Christianne Gaskill, Brad Pearson, Cheryl Carson, Heather Cosgrove, Sherry Flathman, and The Royal Team.