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: Scott L Lee, CFP®
103 US Hwy 41 S, Inverness, FL
34450, United States
Hours
Reviews
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4 reviews
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- RTRobert TaylorAug 21, 20235.0Extremely professional, and a joy to deal with
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott L Lee, CFP®
What types of financial services does Edward Jones - Financial Advisor: Scott L Lee, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial consultations.
What are the office hours for Edward Jones - Financial Advisor: Scott L Lee, CFP®?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and is closed Fridays, Saturdays, and Sundays. On Fridays, service is by appointment only.
How can I schedule an appointment with Scott L Lee?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-lee/contact/.
Where is Edward Jones - Financial Advisor: Scott L Lee, CFP® located?
The office is located at 103 US Hwy 41 S, Inverness, FL 34450, United States.
What languages are spoken at Edward Jones - Financial Advisor: Scott L Lee, CFP®?
They offer services in English.
Are there any nearby real estate agents or firms near Edward Jones - Financial Advisor: Scott L Lee, CFP®?
Yes, nearby real estate professionals include Geri Jones Gaugler, ERA American Suncoast Realty, Nicole De Line/ERA American Realty, and Dawn Theroux Realtor, offering clients options if they're interested in real estate investments or advice alongside financial planning.
What automotive services are available near Edward Jones - Financial Advisor: Scott L Lee, CFP®?
Nearby automotive services include Ice Cold Air Discount Auto Repair and Downtown Quality automotive, helpful for vehicle maintenance if visiting the area.
Are there dining options nearby Edward Jones - Financial Advisor: Scott L Lee, CFP®?
Yes, Mama's Kuntry Kafe and Laredo Taco Company are nearby dining options, great for breakfast, brunch, or a casual meal when visiting the advisor.
Does Edward Jones - Financial Advisor: Scott L Lee, CFP® provide resources for retirement planning?
Yes, they offer a retirement savings calculator on their website to help customers prepare for their future.
How can I contact Edward Jones - Financial Advisor: Scott L Lee, CFP® by phone or email?
You can call them at +1 352-860-2839 or email scott.lee@edwardjones.com for inquiries and appointments.