Business Details
About
Investment ServiceEdward Jones
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
- RMRonald MelvinAug 12, 20215.0Brian and his associates always are always willing to answer questions and provide helpful guidance with understanding investing and realizing financial goals. My wife and I respect his commitment to his profession and to helping his clients!
- JJJeffJun 14, 20215.0Very trusted advisor, Brian has done an amazing job for my wife and I.
- KAKirk ArnoldMar 8, 20215.0My wife and I have been clients of Brian for years and think he does a great job for us. He keeps us very informed and helps guide us with many financial investments.
- 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.
- 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.
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.