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: Greg West
2270 Griffin Rd, Lakeland, FL
33810, United States
Hours
Reviews
5.0
12 reviews
5 stars
12
4 stars0
3 stars0
2 stars0
1 star0
- CUCraig UnderhillJun 20, 20255.0Amazing team, very trustworthy. Greg and his team has become very large part of my family over the past 15 years. I trust them..
- WAWade AltmanMar 4, 20215.0I have known Greg West for many years. I have always been able to count on him for sound, honest and reliable advice, regarding retirement planning. I highly recommend Greg as a financial advisor.
- DDDennis DixMar 17, 20205.0Great to do business with. Went out of his way to help us select CD's
- MNmark nugentOct 19, 20195.0You will not find a more genuine caring financial planner than Greg. I knew Greg for years before trusting him with my retirement investments. It says a lot when you know you don’t have to worry about jeopardizing a friendship over money because a person is as trustworthy as Greg. Greg doesn’t see this as a business, but as an opportunity to serve others. He is a rare find in the world of finances. He considers it an honor when you trust him with your money, and genuinely means it!
Frequently Asked Questions About Edward Jones - Financial Advisor: Greg West
What services does Edward Jones - Financial Advisor: Greg West offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Greg West located?
The office is located at 2270 Griffin Rd, Suite A105, Lakeland, FL 33810, USA.
What are the office hours for Edward Jones - Financial Advisor: Greg West?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Greg West at Edward Jones?
You can call at +1 863-815-3429 or email greg.west@edwardjones.com.
Is there an online way to schedule an appointment with Edward Jones - Financial Advisor: Greg West?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/greg-west/contact/.
Does Edward Jones provide any tools for retirement planning?
Yes, they feature a retirement savings calculator available online to help clients plan their future.
Are there nearby ATMs close to Edward Jones - Financial Advisor: Greg West?
Yes, a Presto! ATM is located nearby, which can be convenient for cash needs before or after your appointment.
What dining options are available near Edward Jones - Financial Advisor: Greg West?
Nearby restaurants include Shang Hai Chinese Restaurant, ZENSHI Handcrafted Sushi, and Romeo's Pizza & Pasta, perfect for a meal before or after your visit.
Are there grocery stores or pharmacies near Edward Jones - Financial Advisor: Greg West?
Yes, Publix Super Market and Publix Pharmacy at Town and Country Square are close by for convenient shopping and pharmacy needs.
What other financial services providers are near Edward Jones - Financial Advisor: Greg West?
Nearby financial services include Dylan Allen- Edward Jones Financial Advising and H&R Block, offering additional options for financial and tax services.