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
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Edward Jones - Financial Advisor: Scott E Shanks, CFP®
Scott and his staff have been with us for over 15 years. Years ago, when we were looking for a financial planner, He provided insight and direction which enabled us to retire and work toward other goals. Now that we are retired, he continually updates us about market trends and how they may or may not impact our income. We've been so appreciative of Scott, Mel, Heather, and Mary!
TM
Terry Mead
Mar 2, 2020
5.0
Wonderful people, they treat me like family and are very good at managing my retirement.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott E Shanks, CFP®
What services does Edward Jones - Financial Advisor: Scott E Shanks, CFP® offer?
The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.
Where is Edward Jones - Financial Advisor: Scott E Shanks, CFP® located?
It is located at 217 Fairpoint Dr, Gulf Breeze, FL 32561, United States.
What are the office hours of Edward Jones - Financial Advisor: Scott E Shanks, CFP®?
The office is open Monday to Friday from 7:30 AM to 5:00 PM or 6:00 PM depending on the day, and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Scott E Shanks, CFP®?
You can call the office at +1 850-934-4499 or email scott.shanks@edwardjones.com.
Does Edward Jones offer any online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator which can be accessed at their website to help plan your retirement readiness.
Are there any parks near Edward Jones - Financial Advisor in Gulf Breeze to visit before or after your appointment?
Yes, Sunset Park and Woodland Park are nearby, great for relaxing or a walk before or after your visit.
What religious organizations are close to Edward Jones - Financial Advisor: Scott E Shanks, CFP®?
Nearby religious organizations include Concord Presbyterian Church, Gulf Breeze United Methodist Church, and The Point, which may be of interest if you're visiting the area.
Where can I find dining options near Edward Jones - Financial Advisor: Scott E Shanks, CFP®?
Paddy O’Leary’s Irish Pub is a nearby bar where you can enjoy food and drinks before or after your appointment.
Is Edward Jones - Financial Advisor: Scott E Shanks, CFP® open on weekends?
No, the office is closed on Saturdays and Sundays.
How can I schedule a consultation with the financial advisor Scott E Shanks?
You can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-shanks/contact/.