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.
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Edward Jones - Financial Advisor: Vittorio Bertuzzelli, CFP®
Vittorio assisted my brothers and me when my mother passed in 2011. I have remained with his office ever since. He is patient, knowledgeable, intelligent and personable. I feel confident in him and his excellent staff.
Frequently Asked Questions About Edward Jones - Financial Advisor: Vittorio Bertuzzelli, CFP®
What services does Edward Jones - Financial Advisor: Vittorio Bertuzzelli provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Vittorio Bertuzzelli?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I schedule an appointment with Vittorio Bertuzzelli?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/vittorio-bertuzzelli/contact/.
Where is Edward Jones - Financial Advisor: Vittorio Bertuzzelli located?
The office is located at 818 U.S. Highway One, Suite 1, North Palm Beach, FL 33408, USA.
What languages are spoken at the Edward Jones office of Vittorio Bertuzzelli?
English is the primary language spoken at this office.
How can I contact Edward Jones - Financial Advisor: Vittorio Bertuzzelli by phone or email?
You can call them at +1 561-776-0846 or email vittorio.bertuzzelli@edwardjones.com.
Are there any financial institutions nearby that could assist me before or after my meeting with Edward Jones?
Yes, nearby there is the Bank of America Financial Center and a Bank of America ATM which could be useful for your banking needs around your visit.
What other financial advisory services are located near Edward Jones - Financial Advisor: Vittorio Bertuzzelli?
Nearby financial advisory options include Edward Jones offices of Timothy Lyons and Benjamin W Hendrix, as well as Pybus and Company accounting services.
What wellness or health services are conveniently located near Edward Jones - Financial Advisor: Vittorio Bertuzzelli?
Nearby health and wellness services include Healing Energetics (acupuncture), Cano & Manning Eye Center, Palm Beach Therapeutic Massage, and Palm Beach Ketamine Therapy for various health needs.
Does Edward Jones offer tools for planning my financial future?
Yes, they provide resources like a retirement savings calculator available on their website to help you prepare for your future.