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: James D Mashburn Jr, AFFP®
100 Sullivan Street, Punta Gorda, FL
33950, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: James D Mashburn Jr, AFFP®
What types of personalized investment services does Edward Jones - Financial Advisor: James D Mashburn Jr offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours of Edward Jones - Financial Advisor: James D Mashburn Jr?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I book a consultation appointment?
You can schedule an appointment using their contact page at https://www.edwardjones.com/us-en/financial-advisor/james-mashburn/contact/ or by calling +1 941-639-1170.
Where is Edward Jones - Financial Advisor: James D Mashburn Jr located?
The office is located at 100 Sullivan Street, Suite 111, Punta Gorda, FL 33950, USA.
What languages does Edward Jones - Financial Advisor: James D Mashburn Jr provide services in?
Services are provided in English.
How can I contact James D Mashburn Jr via email?
You can reach him at james.mashburn@edwardjones.com.
What are some nearby real estate agencies around Edward Jones in Punta Gorda?
Nearby real estate agencies include Walker Realty Group, Crystal Coovert - Realtor, Tammy Shaw Commercial Real Estate, Shelley Addessi, Lesley Barton, Michael Saunders and Company, and Genny's.
Are there any health and wellness centers near Edward Jones - Financial Advisor: James D Mashburn Jr?
Yes, nearby health and wellness centers include Yoga Sanctuary, The Yoga Sanctuary gym, Spa One Day Spa, Affordable Chiropractic, and Joyce Grace DC chiropractic services.
What leisure or cultural attractions can clients visit near Edward Jones’ office?
Clients can visit the Punta Gorda Historical Society museum and the Punta Gorda Woman's Club, both offering cultural and historical insights in the area.
Does Edward Jones - Financial Advisor: James D Mashburn Jr have a presence on social media or mobile apps?
Yes, they have a Facebook page at https://www.facebook.com/109250960791549, a Twitter handle @EdwardJones, and offer mobile apps available on both Android and iOS platforms.