Edward Jones - Financial Advisor: Jeannie M Whipple, CEPA®|AAMS®
5.02 reviews
Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Jeannie M Whipple, CEPA®|AAMS®
2800 Bahia Vista St, Sarasota, FL
34239, United States
Hours
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- BSBart ScovillSep 1, 20235.0I have had multiple opportunities to work with Jeannie. She is extremely knowledgeable, professional, and caring. I have no reservations about referring my clients to her for financial services.
- SPstephanie parejaAug 2, 20235.0Jeannie & Rachelle their a dual dynamic, so happy to of found them. Ive learned so much, Love how diligent they are at explaining everything, everytime we speack I keep learning more and more. Thank you 😊
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeannie M Whipple, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor Jeannie M Whipple offer?
Jeannie M Whipple offers financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor Jeannie M Whipple located?
The office is located at 2800 Bahia Vista St, Suite 200, Sarasota, FL 34239, USA.
What are the business hours for Edward Jones - Financial Advisor Jeannie M Whipple?
The office is open Monday 8:30 AM–7:00 PM, Tuesday to Thursday 8:30 AM–5:30 PM, and Friday 8:30 AM–6:00 PM; it is closed on Saturdays and Sundays with appointments available by request.
How can I schedule an appointment with Jeannie M Whipple?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeannie-whipple/contact/.
What are some specialties of Jeannie M Whipple at Edward Jones?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
What languages are spoken at Edward Jones - Financial Advisor Jeannie M Whipple's office?
Services are provided in English.
What is the best way to contact Jeannie M Whipple by phone or email?
You can call +1 941-951-1303 or email jeannie.whipple@edwardjones.com.
Which nearby financial advisors are located close to Jeannie M Whipple's office?
Nearby financial advisors include Danielle Wiggins and Carolyn R Jones-Penn at Edward Jones offices.
Are there medical or wellness centers near Edward Jones - Financial Advisor Jeannie M Whipple's location?
Yes, nearby wellness centers include Bayview Surgery Center, Augustine Chiropractic Offices, Sarasota Complete Dental, Natural Healing Arts Medical Center, and Sarasota Orthopedic Associates.
What nearby places of interest can I visit before or after my appointment with Jeannie M Whipple?
You can visit Ringling College Of Art And Design, Temple Beth Sholom, or relax at Face By Artisan medical spa and beauty salon nearby.