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: Brian R Sumwalt, AAMS®
42 Barkley Circle, Ft Myers, FL
33907, United States
Hours
Reviews
5.0
12 reviews
5 stars
12
4 stars0
3 stars0
2 stars0
1 star0
- EDEdward DawsonDec 14, 20205.0Brian Sumwalt and staff are professional, courteous, and set our minds at ease during those tumultuous economic moments - as well as level headed during those high-yield moments. We don't make a financial decision without him.
- PCPat CurrDec 11, 20205.0Brian is very knowledgeable and a great listener! He took the time to assess my specific needs and explained every detail to me. When I left his office, I felt confident and secure in my financial future. Excellent service and staff. Highly recommend!
- TFTodd FabryDec 10, 20205.0We are a little late in our retirement planning. After sitting down with Brian on a couple of occasions we created a plan for us to reach our goals. Using the talents and knowledge that is available to us we are steadily climbing that hill.
- KAKEVIN ABBOTTDec 10, 20205.0Brian Sumwalt and team provide individual care that I haven't encountered with any other financial service. I have worked with five other big name investment firms, and I have stuck with this branch of Edward Jones because they are always available to provide the service I need, answer questions, educate me, and most importantly, they created outstanding returns for my investment accounts with our individualized plans.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®
What services does Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS® located?
The office is located at 42 Barkley Circle, Suite 1, Ft Myers, FL 33907, USA.
What are the office hours for Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®?
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: Brian R Sumwalt, AAMS®?
You can contact them by phone at +1 239-489-1199 or by email at brian.sumwalt@edwardjones.com.
Is Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS® active on social media?
Yes, they have a Facebook page at https://www.facebook.com/1584276048531154 and a Twitter handle @EdwardJones.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®?
Yes, you can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-sumwalt/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®?
The advisor provides services in English.
What financial competitors are near Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there other Edward Jones financial advisors close to Brian R Sumwalt's office?
Yes, nearby are Edward Jones - Financial Advisor: Michael Palella and Edward Jones - Financial Advisor: Lesley Carvalho.
What nearby health services are close to Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®?
Nearby health services include The IMA Group (occupational medicine), Quigley Health Services (eye care), and Ear, Nose & Throat Specialists of Florida.
Are there any nearby community or educational facilities around Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®?
Yes, nearby facilities include The Children's Learning Center preschool and Renaissance Montessori School.