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.
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Location
Edward Jones - Financial Advisor: James Abarquez, CFP®|ChFC®
Frequently Asked Questions About Edward Jones - Financial Advisor: James Abarquez, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: James Abarquez offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advising services tailored to client needs.
Where is Edward Jones - Financial Advisor: James Abarquez located?
The office is located at 759 SW Federal Highway, Ste 105, Stuart, FL 34994, USA.
What are the regular business hours for Edward Jones - Financial Advisor: James Abarquez?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 9:00 AM to 4:00 PM, and is closed on Saturdays and Sundays. On Saturdays, they are available by appointment only.
How can I contact James Abarquez for financial advice?
You can call at +1 772-220-9401 or email james.abarquez@edwardjones.com. Additionally, appointments can be scheduled via their contact page online.
Is there an online way to prepare for retirement before meeting with the advisor?
Yes, you can use their Retirement Savings Calculator available on their website to help plan your future.
Does Edward Jones - Financial Advisor: James Abarquez have a mobile app for clients?
Yes, Edward Jones offers mobile apps available for Android and iOS devices for convenient access to services.
What nearby financial services can be found near Edward Jones - Financial Advisor: James Abarquez?
Nearby financial services include Edward Jones - Financial Advisor: Josh Burns, Norton Financial Consultants (tax services), TurnKey Financial Partners, Espinal, Stern & Whittington - Morgan Stanley, and Steven Manson Swann - Morgan Stanley.
Are there any nearby law firms that clients might find useful?
Yes, nearby law firms include Caler, Donten, Levine, Cohen, Porter & Veil PA, Shiner Law Group, David B Earle Attorney, and The Gigele Law Firm.
What nearby healthcare or counseling services are available around Edward Jones' office?
Nearby healthcare services include Signature HomeNow of Stuart and Legacy Private Care. For counseling, Anchorage Counseling LLC and Nova Counseling Services are close by.
What are some nearby amenities or places of interest for clients visiting Edward Jones - Financial Advisor: James Abarquez?
Clients can visit Groheline Farms for e-commerce services or relax at Blue La La beauty salon nearby. For coworking needs, Mtm space is also close to the office.