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: Jim Perry, CFP®
234 Del Prado Blvd N, Cape Coral, FL
33909, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Perry, CFP®
What types of financial services does Edward Jones - Financial Advisor: Jim Perry, CFP® provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Jim Perry, CFP® located?
The office is located at 234 Del Prado Blvd N, #6B, Cape Coral, FL 33909, USA.
What are the office hours for Edward Jones - Financial Advisor: Jim Perry, CFP®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Jim Perry, CFP®?
You can reach them by phone at +1 239-573-9544 or email jim.perry@edwardjones.com.
How can I book an appointment with Jim Perry at Edward Jones?
Appointments can be booked online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-perry/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones offers apps available for both Android and iOS devices to help manage your investments on the go.
Which language is primarily spoken at Edward Jones - Financial Advisor: Jim Perry, CFP®?
Services are provided primarily in English.
What financial advisors or competitors are similar to Edward Jones - Financial Advisor: Jim Perry, CFP® in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there nearby dining options near Edward Jones - Financial Advisor: Jim Perry, CFP®?
Yes, nearby dining options include The O Bar and Grille, Gusto Cucina Italiana, Scoops and Treats, Taco Del Mar, and 509 Bistro & Pizza.
What nearby places can I visit after a consultation at Edward Jones - Financial Advisor: Jim Perry, CFP®?
After your visit, you can relax at nearby salons like Sunshine Nails or Studio 10 Hair & Nail Salon, or visit the Post Office-Del Prado for mailing services.
Is there a nearby place where I can handle other financial or insurance needs?
Nearby options include Kelli Milton: Allstate Insurance, Connie McGuire: Allstate Insurance, Sebanda Insurance, Liberty Tax, and Western Union for money transfer services.