Edward Jones - Financial Advisor: Colleen J Mitchell, CFP®|CEPA®|AAMS®
5.03 reviews
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: Colleen J Mitchell, CFP®|CEPA®|AAMS®
7331 Office Park Pl, Melbourne, FL
32940, United States
Hours
Reviews
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- ESErnie SanchezDec 24, 20215.0Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. She's just a joy to work with; so personable and friendly. If you're looking for a financial advisor, go see her....now!
- AQAshley QuickJul 1, 20215.0Colleen was very helpful in helping us plan for retirement as well as investing in the market. She is very knowledgeable about the different investment opportunities as well as great to work with. I would highly recommend her to anyone looking for a financial advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: Colleen J Mitchell, CFP®|CEPA®|AAMS®
What are the business hours of Edward Jones - Financial Advisor: Colleen J Mitchell?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 4:00 PM, and is closed on Saturdays and Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Colleen J Mitchell located?
The office is located at 7331 Office Park Pl, Suite 200, Melbourne, FL 32940, United States.
What services does Edward Jones - Financial Advisor: Colleen J Mitchell provide?
They offer personalized investment services, including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face consultations.
How can I contact Colleen J Mitchell for a consultation?
You can contact her via email at colleen.mitchell@edwardjones.com or by phone at +1 321-254-5202. Appointments can also be booked online through their contact page.
Is there an online tool to help me prepare for retirement with Edward Jones?
Yes, Edward Jones offers a Retirement Savings Calculator to help you assess your retirement readiness, available on their website.
What languages are supported at this Edward Jones location?
Services are provided in English at this location.
Are there any financial or insurance service providers near Edward Jones - Financial Advisor: Colleen J Mitchell?
Yes, nearby you can find Anthony Insurance Agency and Viera Financial Services, which offer insurance and financial services that might complement your investment planning.
Can I find dental services near Edward Jones in Melbourne?
Yes, several dental providers like Cedric C. Chenet DDS, PA and Derek Chenet are located nearby, offering general, cosmetic, and pediatric dentistry services.
Are there local legal or accounting services near Edward Jones - Financial Advisor?
Yes, Daley Law provides legal services, and Motty CPA & Wealth Management offers accounting and financial advising nearby, which can assist with legal and financial planning needs.
How can customers benefit from nearby mortgage and loan providers when visiting Edward Jones?
Nearby mortgage and loan providers like PrimeLending and Shelter Mortgage can assist with financing needs, allowing you to coordinate investment and loan services conveniently in the same area.