Edward Jones - Financial Advisor: Timothy A Meyer, CFP®|CPWA®|CIMA®
4.510 reviews
Business Details
About
Investment ServiceEdward Jones
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: Timothy A Meyer, CFP®|CPWA®|CIMA®
100 Madrid Blvd, Punta Gorda, FL
33950, United States
Hours
Reviews
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- BSBrent ScribnerMay 27, 20225.0I have worked with Tim for over 10 years. Nothing but professional in all he does. I would highly recommend his services to anyone!
- MIMatthew IndyNov 1, 20185.0I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, she's good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (don't ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.
- CCChad ChapmanOct 22, 20185.0Tim and his staff have been spectacular for us. Tim does a spectacular job keeping a close eye on our investments. He cares about what we need now, and in the future.
- AJAnn JohnsonJun 23, 20155.0I have been working with Timothy Meyer for a couple of years. He has gone beyond the limit of service. I am recently divorced and my ex husband took care of the finances. Tim has been so patient with me and my questions on my investments. He takes care of every aspect. I always receive a call back asap. My investments are doing great. Also Dana is a wonderful caring person. I highly recommend Tim.
- JHjon hagueJul 19, 20131.0This person called me in violation of both the Federal and FL State DO NOT CALL Lists
Frequently Asked Questions About Edward Jones - Financial Advisor: Timothy A Meyer, CFP®|CPWA®|CIMA®
What services does Edward Jones - Financial Advisor: Timothy A Meyer offer?
Edward Jones provides 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: Timothy A Meyer?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays.
Is the Edward Jones office open on Saturdays?
The office is closed on Saturdays but offers appointments by appointment only.
Where is Edward Jones - Financial Advisor: Timothy A Meyer located?
Edward Jones is located at 100 Madrid Blvd, Suite 315, Punta Gorda, FL 33950.
How can I contact Edward Jones - Financial Advisor: Timothy A Meyer?
You can contact the office by phone at +1 941-637-6787 or by email at timothy.meyer@edwardjones.com.
Does Edward Jones offer online appointment scheduling?
Yes, you can schedule appointments online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/timothy-meyer/contact/.
What languages are spoken at the Edward Jones office staffed by Timothy A Meyer?
The office primarily conducts business in English.
Are there any nearby banking facilities near Edward Jones for customer convenience?
Yes, nearby banking options include the Bank of America Financial Center and a Bank of America ATM, convenient for handling banking needs before or after your visit.
What healthcare services are located near Edward Jones in Punta Gorda?
Nearby healthcare services include Nuviva Medical Weight Loss Clinics, Lorraine Ross Massage, and Dr. Gordon Wang, MDVIP, among others, which you might consider visiting in coordination with your financial planning visits.
Are there any dining options near Edward Jones - Financial Advisor: Timothy A Meyer?
Subway, a sandwich shop and fast-food restaurant, is located nearby and can be a convenient choice for a meal before or after your appointment.