Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities to navigate while creating your vision, goals and priorities. A trusted financial advisor can help you make the right decisions that secure your path along the way. We're also highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help ensure success along your financial journey. From estate planning to charitable giving, gain the key tools, guidance and resources needed to grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Phelps Wealth Management
What services does Phelps Wealth Management offer?
Phelps Wealth Management offers financial advising, investment management, investment funds, and stock brokerage services.
What are the business hours for Phelps Wealth Management?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Phelps Wealth Management located?
Phelps Wealth Management is located at 1970 Rockledge Blvd, Rockledge, FL 32955, USA.
How can I contact Phelps Wealth Management?
You can contact Phelps Wealth Management by phone at +1 321-636-6882.
Does Phelps Wealth Management offer online or virtual consultations?
Yes, they provide web conferencing services for clients seeking virtual consultations.
What investment specialties does Phelps Wealth Management focus on?
Their specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Which languages are spoken at Phelps Wealth Management?
English is the primary language spoken at Phelps Wealth Management.
Are there dining options nearby Phelps Wealth Management for a meal before or after a meeting?
Yes, nearby dining options include Buffalo Wild Wings, Buffalo Wild Wings 'GO', and Dunkin' coffee shops, which are great for casual meals or quick coffee breaks.
What other professional services are available near Phelps Wealth Management?
Nearby professional services include another Edward Jones financial advising office and Kenneth Sebree: Allstate Insurance for insurance needs.
Are there medical facilities near Phelps Wealth Management for health-related appointments?
Yes, there are several medical facilities nearby such as Space Coast Endoscopy Center, Open MRI of Rockledge, and Internal Medicine of Brevard, convenient for scheduling health appointments around your visit.