Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Josh Beardsley
7371 US Highway 98 N, Lakeland, FL
33809, United States
Reviews
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- ABAnna BorreroJul 22, 20255.0Josh has been helping me for a few years to manage my finances for both long term and shorter term goals. He’s extremely kind, helpful, and knowledgeable. Highly recommend him and his office!
- HCHunter CampbellJan 3, 20235.0Josh is very thorough, diligently follows up on any requests and helps to keep my mind at ease when it comes to investing for the future of my family.
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Beardsley
What services does Edward Jones - Financial Advisor: Josh Beardsley offer?
Josh Beardsley provides financial advising, investment management, investment funds, and stock brokerage services.
What specialties can I consult Josh Beardsley for at Edward Jones?
Josh specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Josh Beardsley?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/josh-beardsley/contact/
Where is Edward Jones - Financial Advisor: Josh Beardsley located?
The office is located at 7371 US Highway 98 N, Lakeland, FL 33809, United States.
How can I contact Josh Beardsley by phone or email?
You can call at +1 863-853-3298 or email josh.beardsley@edwardjones.com for inquiries.
Does Edward Jones provide online resources to learn more about IRAs?
Yes, you can learn more about IRAs on their official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras
What language is spoken at the Edward Jones office of Josh Beardsley?
The primary language spoken is English.
What are some nearby places of interest around Edward Jones in Lakeland?
Nearby points of interest include Kids Place PPEC for physical therapy, Grace Pointe Church for worship, and Pine Lake MHP mobile home park and hotel.
Are there nearby automotive services that customers can visit when coming to Edward Jones?
Yes, nearby automotive services include Douglas Collision Center, Barefoot Auto Service, Checkered Flag Auto Sales, and The Truck Lot LLC for vehicle needs.
What dining options are available near Edward Jones in Lakeland?
Customers can enjoy dining nearby at Granger & Sons Barbecue and PJ's BBQ & Catering, both offering barbecue and American-style food.