Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Peter Donlevy
1900 Tamiami Trail, Port Charlotte, FL
33948, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Peter Donlevy
What services does Edward Jones - Financial Advisor: Peter Donlevy offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Peter Donlevy focus on at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Peter Donlevy located?
The office is located at 1900 Tamiami Trail, Suite 108, Port Charlotte, FL 33948, USA.
How can I schedule an appointment with Peter Donlevy?
You can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/peter-donlevy/contact/.
Is there a way to learn more about IRAs from Edward Jones?
Yes, you can learn more about IRAs on their official site linked in their featured message at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What languages are supported at Edward Jones with Peter Donlevy?
They provide services in English.
How can I contact Edward Jones - Financial Advisor: Peter Donlevy?
You can reach them by phone at +1 941-624-2411 or email at peter.donlevy@edwardjones.com.
Are there any banks near Edward Jones - Financial Advisor: Peter Donlevy?
Yes, Wells Fargo Bank locations are nearby, which can be convenient if you need banking services before or after your financial advising appointment.
What places to eat are near Edward Jones' office in Port Charlotte?
Nearby dining options include Chicken Salad Chick, Chipotle Mexican Grill, McDonald's, Checkers, Chick-fil-A, Mel's Diner, Pardon My Cheesesteak, and NASCAR Refuel Tenders and Burgers—good spots to grab a meal before or after your meeting.
Are there any nearby services that could complement financial planning with Edward Jones?
Yes, services such as Direct Auto Insurance for auto and life insurance, The Joint Chiropractic for health needs, and Metro by T-Mobile or Verizon for mobile services are close by, which might be helpful for comprehensive life planning.