Edward Jones - Financial Advisor: Jesse M Plunkett, CEPA®|CRPC™
5.011 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: Jesse M Plunkett, CEPA®|CRPC™
4907 International Pkwy, Sanford, FL
32771, United States
Hours
Reviews
5.0
11 reviews
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- WSWhitney SaylorFeb 11, 20255.0Jesse has been our family's financial advisor for more than 5 years and we feel very confident in his guidance, expertise, and ability in managing our overall portfolio. He takes time to meet with us on a regular basis and wants us to feel comfortable and informed with the decisions we make.
- RRRay RamirezAug 26, 20245.0Jesse has been our trusted advisor for the last 7-8yrs. In that time, he’s earned our trust by always giving honest & candid advice, even if it meant directing some of our investments toward other investment vehicles. Jesse has also been gracious enough to provide advice to friends & family members that have sought his council. For those reasons and many more, I feel very confident that Jesse is exactly the financial advisor that we need in our lives and I am happy to recommend him!
- DSDenese SchmedemanAug 11, 20235.0My husband and I have been with Jesse for almost 10 years now, and are very happy with everything he had done with managing our finances. He’s great with keeping us informed of anything going on in the financial world that will affect us in any way, and is always available to answer any questions or concerns we might have, and explains things in a manner that is easily understood. We would highly recommend him for handling any financial management needs!
- PBPam BarnettMar 13, 20235.0Jesse is always professional and listens to any and all questions and concerns. He always explains everything in a manner which is easily understood
- CSCED smithOct 28, 20225.0I am very pleased with my FA. Their very responsive and provide adequate updates. Thank you for your service.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jesse M Plunkett, CEPA®|CRPC™
What are the regular business hours of Edward Jones - Financial Advisor: Jesse M Plunkett?
The office is open Monday through Friday from 9:00 AM to 6:00 PM and closed on Sundays and Saturdays except by appointment.
How can I make an appointment with Jesse M Plunkett?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jesse-plunkett/contact/.
What financial services does Edward Jones - Jesse M Plunkett offer?
Services include personalized investment advice, retirement planning, education savings, tax-efficient strategies, stocks & bonds brokerage, and investment management.
Where is Edward Jones - Jesse M Plunkett located?
They are located at 4907 International Pkwy, Suite 1051, Sanford, FL 32771, USA.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator which you can try at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are spoken by the team at Edward Jones - Jesse M Plunkett?
English is the language spoken at this location.
Can you recommend nearby places to visit around Edward Jones in Sanford?
Nearby you can visit Urban Ōm Power Yoga, a wellness and yoga studio; Foxtail Coffee for a quality café experience; and Central Florida Cardiovascular Excellence if you need medical services.
Are there nearby financial or legal services close to Edward Jones - Jesse M Plunkett?
Yes, nearby you will find A.P. Accounting & Tax Services, P.L. for tax and accounting help, and The Principal Law Firm for legal services including wills, trusts, and probate.
What beauty and wellness options are near Edward Jones in Sanford?
Near Edward Jones there are several options such as Laser Lifestyle Med Spa for laser hair removal, Salon Lofts Savannah Park for beauty and spa services, and multiple hair salons including Sayomi Styles and Lindsay’s Hair Care.
How can I contact Edward Jones - Financial Advisor Jesse M Plunkett by phone or email?
You can reach them by phone at +1 407-878-1354 or email at jesse.plunkett@edwardjones.com.