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: Michael Umstead
593 N Lecanto Hwy, Lecanto, FL
34461, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Umstead
What services does Edward Jones - Financial Advisor: Michael Umstead offer?
He offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialty areas of financial advising at this Edward Jones location?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Michael Umstead?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/michael-umstead/contact/ or by calling +1 352-527-1704.
What are the office hours for Edward Jones - Financial Advisor: Michael Umstead?
The office is open by appointment only on Tuesdays and Thursdays.
Where is Edward Jones - Financial Advisor: Michael Umstead located?
The office is located at 593 N Lecanto Hwy, Ste A, Lecanto, FL 34461, USA.
Is there support available for retirement and education savings at this location?
Yes, Edward Jones offers personalized support for retirement planning, education savings, and insurance needs.
What nearby healthcare facilities can clients visit before or after their financial advising appointments?
Clients can visit Langley Health Services - Lecanto, Citrus Memorial Health System, or Florida Cancer Specialists & Research Institute nearby.
Are there other Edward Jones financial advisors near Michael Umstead's office?
Yes, nearby Edward Jones advisors include Elizabeth S Umstead and JT Stitzel III.
Can clients access financial advising services and pharmacy shopping in the same area?
Yes, Brashear's Pharmacy is nearby, allowing clients to conveniently combine pharmacy visits with financial advising appointments.
What languages are spoken at Edward Jones - Financial Advisor: Michael Umstead?
Services are offered in English.