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: David J Rivas, CFP®
3248 West Lake Mary Blvd, Lake Mary, FL
32746, United States
Hours
Reviews
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- SSSavannahNov 4, 20245.0I can't say enough positive things about David & his staff. We have been working with David for several years business and personal and he always goes above and beyond. I know if I have any questions or concerns, he's a phone call away and will explain everything clearly. We appreciate all the time he has spent with us helping us navigate through. You won't find an advisor who cares more. Thank you for all you've done and the excellent service you provide!
- JJJay bird JaySep 21, 20235.0David is very informative and takes a lot of time with you on laying out your future. David has spent so much time with us and has been so helpful with helping us understand, what to do and how to make things happen. I highly recommend David, especially for beginners, he is extremely helpful.
- DMDENISE MYERSSep 21, 20235.0David & his staff are very professional, friendly & informative. I am a novice with financial investing & David explained everything step by step & made sure my husband & I clearly understood. He devoted a lot of time to us so he could prepare a financial portfolio designed for our particular needs. David made us feel extremely comfortable & secure with the decisions we made including the preparation of a Retirement Strategy. Thank you so much David!
Frequently Asked Questions About Edward Jones - Financial Advisor: David J Rivas, CFP®
What financial services does Edward Jones - Financial Advisor: David J Rivas, CFP® offer?
The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies. They also offer stocks & bonds brokerage and investment management.
Where is Edward Jones - Financial Advisor: David J Rivas, CFP® located?
It is located at 3248 West Lake Mary Blvd, Suite 1210, Lake Mary, FL 32746, USA.
What are the business hours for Edward Jones - Financial Advisor: David J Rivas, CFP®?
The office is open Monday through Friday from 8:00 AM to 4:30 PM. It is closed on Saturdays and Sundays, but appointments are available by request on Saturdays.
How can I contact Edward Jones - Financial Advisor: David J Rivas, CFP®?
You can contact them by phone at +1 407-324-1554 or via email at david.rivas@edwardjones.com.
Is there a way to book an appointment with Edward Jones - Financial Advisor: David J Rivas, CFP® online?
Yes, appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/david-rivas/contact/.
What languages are spoken at Edward Jones - Financial Advisor: David J Rivas, CFP®?
English is spoken at the office.
Are there health and wellness centers near Edward Jones - Financial Advisor: David J Rivas, CFP®?
Yes, nearby health and wellness options include Lake Mary Chiropractic Center, Drip2Wellness (offering physical and occupational therapy), and Bloom Aesthetics medical spa.
What nearby places can help with financial or real estate services around Edward Jones - Financial Advisor: David J Rivas, CFP®?
Nearby financial and real estate services include Robert Staats CPA LLC for accounting, Cosmopolitan Title Agency, Assist-2-Sell Foutz Realty Team, and Fountainhead Commercial Capital for commercial real estate.
If I'm visiting Edward Jones in Lake Mary, what local fitness or recreation places can I check out?
You can visit BeFIT Health Studio, IN8 Fitness gym, or see a dance class at Up Tempo Dance nearby for fitness and recreational activities.
How can nearby pharmacies or medical services support a client visiting Edward Jones - Financial Advisor: David J Rivas, CFP®?
Local nearby medical services include LedgerMeds Pharmacy for prescriptions and SofTouch Dental for dental care, helping clients manage their health conveniently around their financial appointments.