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
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Edward Jones - Financial Advisor: Michael Urbanski, CFP®
I trust Edward Jones with my retirement. They are doing an excellent job even through 2008. Bob is a smart wonderful person as is Maria. They tell it to you straight without sugar coating risk.
SS
SB
Sep 15, 2020
5.0
Easy to work with. Debbie at the front desk is wonderful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Urbanski, CFP®
What services does Edward Jones - Financial Advisor: Michael Urbanski offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Michael Urbanski located?
The office is located at 34650 U S Highway 19 N, Suite 204, Palm Harbor, FL 34684, USA.
What are the office hours for Edward Jones - Financial Advisor: Michael Urbanski?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Michael Urbanski at Edward Jones?
You can reach him by phone at +1 727-784-1952 or by email at michael.urbanski@edwardjones.com.
Does Edward Jones - Financial Advisor: Michael Urbanski have an online presence or mobile apps?
Yes, they have a LinkedIn profile and dedicated Edward Jones mobile apps available on both Android and iOS platforms.
How can I schedule a consultation with Michael Urbanski?
You can make an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/michael-urbanski/contact/
What languages are spoken at Edward Jones - Financial Advisor: Michael Urbanski?
Services are provided in English.
Are there nearby real estate agencies around Edward Jones in Palm Harbor for clients interested in property investments?
Yes, nearby real estate agents include Daniel F. Joyce, Chase Florida - REMAX, RE/MAX Elite Realty, Dustin J. Layton - REALTOR, and The Kotsovolos Group - Re/Max Elite Realty, which can assist clients interested in real estate investments.
What nearby medical and counseling services are available near Edward Jones in Palm Harbor?
Nearby healthcare services include PsychBC (counseling and addiction treatment), Lisa French, Psychiatrist, LifeStance Therapists & Psychiatrists, Mease Countryside Hospital outpatient rehab, and Ethos Health Group medical center.
Are there convenient financial and banking services near Edward Jones for clients' additional needs?
Yes, nearby financial services include Peck Jenkins Kershner CPAs PA (accounting and trusts), Wells Fargo bank, Peck & Jenkins, C.P.A.'s, P.A. (tax services), and Sydnie Johncola-Genson, Think Mortgage FL for mortgage assistance.