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: Robert Rosen
109 E Monument Ave, Kissimmee, FL
34741, United States
Reviews
5.0
6 reviews
5 stars
6
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- DRDanny RomanSep 27, 20255.0Best financial advisor.
- MMM J MontgomerySep 1, 20235.0I am very small potatoes in terms of my portfolio. Rob consistently listens to my concerns and takes the time to get my head back on straight. And I can never say enough about Mikayla, his assistant. She is a jewel.
- MRMichelle RiveraApr 21, 20235.0Rob is an amazing asset to our community. We share several clients; our clients have nothing but wonderful things to say about him and how helpful he is to them even in their most difficult of times. I have no reservations about referring clients to Rob. On a personal note, Rob handles accounts for me and is always available to answer questions and offer possible resolutions. He recently assisted me with an important life issue that many, many other people/companies deemed impossible. I am eternally grateful to Rob.
- FDFernande DenoApr 3, 20215.0Robert Rosen was very informative and helpful during our visit. He asked questions to help guide the discussion and plan for financial future.
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert Rosen
What types of financial services does Edward Jones - Financial Advisor: Robert Rosen offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, and stock & bond brokerage.
How can I contact Robert Rosen's Edward Jones office in Kissimmee, FL?
You can call at +1 407-870-5464 or email rob.rosen@edwardjones.com for inquiries.
Where is Edward Jones - Financial Advisor: Robert Rosen located?
The office is located at 109 E Monument Ave, Kissimmee, FL 34741, USA.
Does Edward Jones offer online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator on their website to help with planning.
Is it possible to schedule a consultation with Robert Rosen online?
Yes, you can make a reservation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/rob-rosen/contact/
What languages are spoken at Edward Jones - Financial Advisor: Robert Rosen?
Services are provided in English.
Are there other financial advisors near Edward Jones - Financial Advisor: Robert Rosen?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Bryan Alzate and Family Security Group.
What fitness options are near Edward Jones' office for a wellness break?
Ubuntu Power Yoga is a nearby yoga studio where clients can unwind before or after financial consultations.
Where can I find real estate services near the Edward Jones office?
Nearby real estate agents include Evolution Choice Solar, Victoria Lynn Tapia, Nimrah Ashraf-Realtor, Nafees Zaman - The Firm RE, and Marland Realty Group Inc.
What professional services near Edward Jones might complement financial advising?
Nearby professional services include Asinca, Ana Office Services LLC, and travel agents like Go Travel and Cruiseosity to assist with business needs or client travel planning.