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: Jim Fendrick
18501 Murdock Cir, Port Charlotte, FL
33948, United States
Hours
Reviews
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- KGKimberly GDec 16, 20225.0My EJ accounts are now with Ed McKinney due to the retirement of another Florida EJ FA (great guy). In the short time I have been with Ed McKinney, I have found him and Kim to be good blessings to have. Professional, respected and great rapport.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Fendrick
What types of financial services does Edward Jones - Financial Advisor: Jim Fendrick offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Jim Fendrick located?
The office is located at 18501 Murdock Cir, Ste 400, Port Charlotte, FL 33948, USA.
What are the regular office hours for Edward Jones - Financial Advisor: Jim Fendrick?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I schedule an appointment with Jim Fendrick at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-fendrick/contact/.
Does Edward Jones - Financial Advisor: Jim Fendrick provide face-to-face financial consultations?
Yes, they provide tailored advice through face-to-face consultations to ensure personalized service for every client.
What is the phone number to contact Edward Jones - Financial Advisor: Jim Fendrick?
You can contact the office at +1 941-743-0028.
Is Edward Jones - Financial Advisor: Jim Fendrick affiliated with any social media platforms?
Yes, you can find them on Facebook at https://www.facebook.com/EJAdvisorJimFendrick/ and follow Edward Jones on Twitter @EdwardJones.
Are there mortgage services nearby Edward Jones - Financial Advisor: Jim Fendrick?
Yes, several mortgage brokers such as loanDepot, Kelly Stinefast, Lisa Rudy, and Motto Mortgage 1st Rate are located nearby, offering convenient access for clients needing mortgage assistance.
What nearby real estate services are available around Edward Jones - Financial Advisor: Jim Fendrick?
Nearby real estate agents include Sarah Youngblood at Allison James, Allison James of Florida, Nick Christiano, and Connor Oshea, helpful for clients interested in property investment or advice.
Are there dining options close to Edward Jones - Financial Advisor: Jim Fendrick for client meetings or meals?
Yes, nearby restaurants such as Outback Steakhouse, Sbarro, and Kason’s Curry provide convenient dining locations for informal meetings or meals before or after your visit.