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: Tim McManus, AAMS®
201 SW Port St Lucie Blvd, Port St Lucie, FL
34984, United States
Hours
Reviews
3.0
2 reviews
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1
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1 star
1
- TDThe DudeJul 11, 20255.0Tim and Cherie helped my mom for a long time, and when my mom passed they were compassionate and helpful at every turn. I wouldn't trust anyone else with my funds.
- SASherry AndersonApr 10, 20251.0My mother has an account with this office and suggested I speak to her financial advisor, Tim. He has visited my mom's home and seems like a nice gentleman. He gave me his card and told me to contact him anytime. So I did. I called the office 2x, a couple of weeks apart, and spoke with Cherie, the office administrator. I have asked to speak with Tim and she told me both times he would not have time to speak with me. First she told me they're not taking on new clients but because my mother has an account she may make an exception. I asked her did I need an account to say hello to Tim. She stated that because it was tax season, he would be too busy to say hello. I then told her that he can call me anytime, lunch or after hours. After all, he did sit in my mother's home. Cherie told me he wouldn't contact me after hours because they only work from 8-4pm. It was the most discouraging, disgusting encounter I have experienced in a while. I asked her how she was doing in the beginning of the phone call and she abruptly said "Fine, how can I help you." I thought she may be having a bad day so I just told her I would call back another time. 2 weeks later, today, she had the same attitude. I've never met her. I just asked her if I could speak to Tim. She told me he was in the office but busy. I said that is fine, he can call me anytime as I am in town and thought to say hello. She blocked me from seeing and speaking to Tim at every turn! WTH?? She made sure I would never have them manage my inheritance and I am getting my mother to close her account and open it with a company that values customers! There are other Edward Jones offices. There are other financial advisors! Please avoid Cherie and have your money managed by someone that will take your phone call. :-(
Frequently Asked Questions About Edward Jones - Financial Advisor: Tim McManus, AAMS®
What services does Edward Jones - Financial Advisor: Tim McManus, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Tim McManus?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
Is Edward Jones - Financial Advisor: Tim McManus available on Fridays by appointment?
Yes, Fridays are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Tim McManus, AAMS® by phone?
You can reach them at +1 772-873-6887 or the main phone +1 772-217-4316.
Where is Edward Jones - Financial Advisor: Tim McManus located?
The office is located at 201 SW Port St Lucie Blvd, Ste 204, Port St Lucie, FL 34984, USA.
Are there any online tools offered by Edward Jones to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help clients prepare for their financial future.
What types of financial products does Edward Jones - Financial Advisor provide?
They offer services related to stocks & bonds, investment management, funds investment, and stock & bond brokerage.
What nearby financial services are available around Edward Jones - Financial Advisor: Tim McManus?
Nearby financial services include Renee Dalessio, SWBC Mortgage, Ozment Law PA, Nikki Curry, SWBC Mortgage, and other Edward Jones advisors such as Christopher A Koblegard and Christian J Munoz, which could provide complementary financial assistance.
Are there any real estate agents near Edward Jones that could assist clients in the area?
Yes, clients can find local real estate agents such as Melissa Conrad, PA - REALTOR, Wesner Marcel, and Juan Parada - The Parada Team nearby, which could support clients interested in property investments.
What nearby amenities can clients enjoy when visiting Edward Jones - Financial Advisor: Tim McManus?
Nearby amenities include dining options like Taco Bell and Burger King, as well as entertainment spots like 3 Olives Lounge and Timeless Tattoo Co, offering a convenient and enjoyable experience before or after meetings.