Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®
5.06 reviews
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: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®
1915 NE Ricou Terrace, Jensen Beach, FL
34957, United States
Hours
Reviews
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- VHVeronica HoughDec 23, 20215.0As a young doctor, I was searching for sound financial advice. Cody is fantastic and clearly loves what he does. We built a financial plan and I learned retirement planning and tax advantage options they did not teach in school. The office is very nice. Liz is great and always quick to help!
- KPKyle PullenJun 20, 20215.0I’ve been working with Edward Jones and Cody’s office for a little over a year now and have found it to be a great experience. I needed a coach to help me plan for retirement - Cody started with helping me set goals, then constructed a plan for me to make sure they are reached. Every one of my questions was answered in great detail, with patience and professionalism. I'm confident in my financial future and have been really happy with the way my accounts have been handled since day one. Cody has a great passion for the work he does and it quickly shows. I would not hesitate to recommend him to anybody!
- CRCatherine RizzutiMay 7, 20215.0Cody and his team are amazing! As someone with very little financial knowledge, Cody has really helped me understand where my money is going and how it’ll grow over time. He’s really patient and great at explaining how things work. I have full confidence and trust in Cody to make the most out of my investments. He’s truly the most passionate person I have ever met when it comes to the financial market. He spends his spare time researching and learning as much as he can to be the best resource for his clients. Highly recommend!
- AHAlex HoughMar 18, 20215.0Cody’s office has been excellent to work with. As a newer investor looking how to manage my money and looking for solid financial advice this Edward Jones office has been awesome. I can rest easy knowing Cody and Edward Jones are looking after my accounts. Cody has a gift and is able to breakdown and explain the market, best strategies to stay competitive, and how to make my money work for me for my goals and for retirement. I just recently went into the office for financial planning and I was impressed by the really nice office space.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®
What services does Edward Jones - Financial Advisor: Cody E Azzi provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Cody E Azzi located?
The office is located at 1915 NE Ricou Terrace, Jensen Beach, FL 34957, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Cody E Azzi?
They are open Monday through Friday from 9:00 AM to 5:00 PM and are closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Cody E Azzi?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/cody-azzi/contact/ or by calling their main phone number at +1 772-732-7690.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients plan for retirement.
What languages are services offered in at Edward Jones - Financial Advisor: Cody E Azzi?
Their services and consultations are offered in English.
Are there any mortgage services available near Edward Jones - Financial Advisor: Cody E Azzi?
Yes, nearby mortgage services include Primary Residential Mortgage and Michael DeLeo Mortgage Advisor, offering mortgage brokerage and lending services.
What dining options are available near Edward Jones in Jensen Beach?
Nearby dining options include Lazy Dog Donuts for coffee and donuts, JoJo’s Kitchen with TexMex and American cuisine, and Lures Riverfront Restaurant offering seafood and bar services.
Can I find other financial advisors near Cody E Azzi's office?
Yes, there are several other Edward Jones advisors nearby such as Pamela M Mason and David E Rosendahl, AAMS®, as well as Artie Manfredi, CRPC™.
What type of financial products can I expect from Edward Jones - Financial Advisor: Cody E Azzi?
They provide products including financial advising, investment management, stock and bond brokerage, and mutual funds tailored to client investment needs.