Edward Jones - Financial Advisor: Patricia Rosendahl, CFP®|ChFC®|CLU®
5.03 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: Patricia Rosendahl, CFP®|ChFC®|CLU®
686 NE Jensen Beach Blvd, Jensen Beach, FL
34957, United States
Hours
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- JSJonathan SkizinskiOct 29, 20245.0Very nice has customers best interest? The staff is very helpful
- GTGary TownsendAug 16, 20215.0You cann't have anybody so committed as a professional personnel as Pat.
Frequently Asked Questions About Edward Jones - Financial Advisor: Patricia Rosendahl, CFP®|ChFC®|CLU®
What are the main services offered by Edward Jones - Financial Advisor Patricia Rosendahl?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Patricia Rosendahl located?
The advisor's office is located at 686 NE Jensen Beach Blvd, Jensen Beach, FL 34957, USA.
What are the office hours for Edward Jones - Financial Advisor Patricia Rosendahl?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Edward Jones - Financial Advisor Patricia Rosendahl?
You can schedule an appointment by visiting their contact page online at https://www.edwardjones.com/us-en/financial-advisor/pat-rosendahl/contact/ or by emailing pat.rosendahl@edwardjones.com.
Is there a mobile app to access Edward Jones services on the go?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for your convenience.
How does Edward Jones help clients prepare for retirement?
They offer tailored retirement planning and provide tools like the Retirement Savings Calculator to help clients assess their readiness.
What should I know about visiting Edward Jones if I am coming from landmark nearby FYZICAL Treasure Coast?
FYZICAL Treasure Coast is a nearby physical therapy center; if you have appointments there, you can conveniently visit Edward Jones next for financial advising services since both are in the same area.
Are there any nearby dental services in Jensen Beach if I need dental care before or after my financial appointment?
Yes, Canepa Dentistry and Helpful Dental Tips Jensen Beach are nearby dental providers you can visit before or after your meeting at Edward Jones.
What beauty and wellness options are available near Edward Jones in Jensen Beach?
Nearby wellness and beauty services include Salon Oasis of Jensen Beach, Heavenly Hands Massage & Therapy, and Velo Med Spa, offering hair, massage, and skin care treatments respectively.
Who are some competitors to Edward Jones in financial advising in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which also provide investment and advisory services.