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: Jeff Smith
3700 N Courtenay Pkwy, Merritt Island, FL
32953, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
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1 star0
- JGJim Greene5 days ago5.0I’ve been with Edward Jones for around 8 years now and if I hadn't taken the risk, rolled my 401K and pension funds with them, (Jeff Smith is my financial advisor and money expert) I would not have been able to retire when I did. When the market was tanking and many, MANY people had to suffer the fate of losing their savings, Jeff navigated my money ship away from the storm and now, in the time of my life when I should be thinking about my financial future, like daughters weddings, vacation affordability and any other concern that we all have in our latter years, I’m able to live a comfortable life that many of my friends and former colleagues cannot think of at this point in their lives. Not any kind of paid endorsement,. I wrote this in gratitude, for were it not for Jeff, his colleague Lang Alexander and Ed Jones (that’s what I have In my file name for them) I’m sitting on the sofa of my dream home and reflection on the wise choices that I’ve made. Trust me… no schemes with them. They don’t make money, unless YOU make money.
- THTanya HudsonMar 6, 20245.0Jeff is truly one of the most client-focused people I've had the pleasure of working with. He regularly goes above and beyond to help his clients succeed in their careers and their lives. There are financial advisors, and then there are financial ADVOCATES who are personally invested in seeing each one of their clients succeed... and the latter is very rare. Jeff is your personal advocate, though and through! If are you serious about getting your financial plans in order and setting you up for success through retirement, you should not consider anyone but Jeff Smith at Edward Jones!
- RCrichard coadFeb 7, 20245.0Simply amazing. Customer service was impeccable. Jeff is a , no pun intended, wealth of knowledge. Highly recommend.
- RBRon BurfordFeb 6, 20245.0Jeff is an amazing wealth of knowledge, wealth being the key word! His expertise with building a solid financial plan is second to none. Whether it's planning for retirement, investing advice and planning, or any other financial expertise I would make Jeff your first call!
- AMAdam MarekJun 10, 20215.0I've been working with Jeff on my financial goals for a little over a year. I left another brokerage that was offered for free, through my credit union. They put me in all kinds of different funds that were performing very conservatively. Once I signed with Jeff, he got me into much better funds and positions that are now exceeding my previous positions by 5 times the return. You truly get what you pay for! Free financial advice ended up costing me greater returns in the long run. Wish I had gone to Jeff and Edward Jones sooner. Jeff is very professional and really knows how to position you for financial success!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Smith
What personalized investment services does Edward Jones - Financial Advisor: Jeff Smith offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jeff Smith located?
The office is located at 3700 N Courtenay Pkwy, Suite 106, Merritt Island, FL 32953, US.
What are the regular business hours for Edward Jones - Financial Advisor: Jeff Smith?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Jeff Smith at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeff-smith/contact/ .
What languages are spoken at Edward Jones - Financial Advisor: Jeff Smith?
They provide services in English.
What types of financial products and services are available at this Edward Jones office?
They provide services such as stocks and bonds, investment management, and financial advisory services.
Are there any nearby places where I can grab a meal before or after visiting Edward Jones?
Yes, Causeway Diner, an American restaurant and diner, is nearby where you can enjoy a meal before or after your visit.
What nearby fitness options are available close to Edward Jones - Financial Advisor: Jeff Smith?
Pure Strength Fitness, a gym and sports recreation venue, is located nearby for those interested in fitness activities.
Are there educational institutions near Edward Jones - Financial Advisor: Jeff Smith?
Yes, Alpha Learning, Inc., an elementary and private school, and Calvary Chapel Christian School are close by, which might be convenient for families visiting the area.
How can I contact Edward Jones - Financial Advisor: Jeff Smith by phone or email?
You can call them at +1 321-633-6558 or +1 321-392-2885, or email Jeff Smith at jeff.smith@edwardjones.com.