Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Michael A Velez
4799 Coconut Creek Parkway, Coconut Creek, FL
33063, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael A Velez
What services does Edward Jones - Financial Advisor: Michael A Velez offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Michael A Velez at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/michael-velez/contact/.
What specialties does this Edward Jones office focus on?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What is the address and contact number for Edward Jones - Financial Advisor: Michael A Velez?
The office is located at 4799 Coconut Creek Parkway, Coconut Creek, FL 33063. The main phone number is +1 954-973-0825.
Is Edward Jones - Financial Advisor: Michael A Velez currently open?
Yes, the office is currently open and accepting clients.
Which languages are spoken at Edward Jones - Financial Advisor: Michael A Velez?
English is the primary language spoken at this office.
How can I learn more about IRAs through Edward Jones?
You can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What banking services are available near Edward Jones in Coconut Creek?
Nearby banking services include Regions Bank, Bank of America ATM, Citibank, and The Exchange Network ATMs which can assist with your financial needs before or after your visit.
Are there convenient pharmacies near Edward Jones - Financial Advisor: Michael A Velez?
Yes, Walgreens pharmacies are nearby, providing convenient access to health and retail needs for clients in the area.
What other financial service providers are near Edward Jones in Coconut Creek?
Nearby financial services include Morgan Stanley Wealth Management and Regions Bank which clients may want to consider when managing investments.