Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Morgan L Sommers, AAMS®
2201 Cantu Ct, Sarasota, FL
34232, United States
Reviews
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- JRJason RadleyAug 7, 20255.0I meet with Morgan once a week his commitment to my financial goals is simply amazing
- RNRebecca NardellaAug 7, 20255.0Consulted with Morgan on a number of financial ideas and working on switching our accounts over with him. He is never pushy and always helpful with great advice on the best path for our future. Highly recommend.
- N3NANO 3777May 5, 20255.0The financial guidance that Morgan provided was truly invaluable. The advisor's expertise was evident throughout the consultation. I felt very comfortable and supported during the entire process. The advice given was clear, concise, and tailored to my specific situation. I am incredibly grateful for the assistance received in navigating my finances.
Frequently Asked Questions About Edward Jones - Financial Advisor: Morgan L Sommers, AAMS®
What services does Edward Jones - Financial Advisor: Morgan L Sommers offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Morgan L Sommers located?
The office is at 2201 Cantu Ct, Suite 119, Sarasota, FL 34232, United States.
How can I schedule an appointment with Morgan L Sommers?
You can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/morgan-sommers/contact/.
What are some specialties of Morgan L Sommers at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What languages does the office of Morgan L Sommers support?
The office supports English.
How can I contact Morgan L Sommers by email or phone?
You can reach them by email at morgan.sommers@edwardjones.com or by phone at +1 941-870-2221.
Are there any nearby financial advisors related to Edward Jones?
Yes, nearby is Edward Jones - Financial Advisor: Brent Campbell and Sara-Bay Financial Corporation, also specializing in financial advising and investing.
What nearby healthcare services are available around Edward Jones - Morgan L Sommers?
Nearby healthcare providers include Weiss Pediatric Care, Gentiva Health Care, Family First Homecare, Interim HealthCare, and Harmony Harbor Counseling & Wellness.
Are there educational or test preparation centers near this Edward Jones office?
Yes, Pearson VUE and Windstream are nearby centers offering test preparation, tutoring, and educational services.
Where can I find more information about IRAs that Morgan L Sommers specializes in?
You can learn more about IRAs on Edward Jones's official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.