Business Details
About
Investment Service
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: Joshua Falcon, CFP®
100 N Tampa St, Tampa, FL
33602, United States
Hours
Reviews
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- LMLynn McGarveyJul 31, 20195.0I have been a client of Joshes for over 20 years. He has served me, my daughter and mother in law with the utmost care and concern. Edward Jones is an old St. Louis firm you can trust.
- SMSuzi MorelandMar 15, 20175.0Josh is a class act! He and his team consider the client's whole situation holistically before making any recommendations. I work at a local retirement community and we have a few of our residents that have Josh as their financial planner. They have the utmost respect for his attention to detail, warm personality, and his way of explaining things that make it easy to understand. There are not many financial planners that pay a personal visit to their clients in their home or visit them if they are in the hospital - but Josh does!
Frequently Asked Questions About Edward Jones - Financial Advisor: Joshua Falcon, CFP®
What financial services does Edward Jones - Financial Advisor: Joshua Falcon, CFP® offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Joshua Falcon, CFP® located?
The office is located at 100 N Tampa St, Suite 3810, Tampa, FL 33602, USA.
What are the office hours for Edward Jones - Financial Advisor: Joshua Falcon, CFP®?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 1:00 PM. It is closed on Saturdays and Sundays.
How can I contact Joshua Falcon at Edward Jones?
You can contact Joshua Falcon by phone at +1 813-223-3128 or by email at joshua.falcon@edwardjones.com.
Is there an online way to book an appointment with Joshua Falcon?
Yes, you can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/joshua-falcon/contact/.
Does Edward Jones provide any online tools for retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What languages are supported at Edward Jones - Financial Advisor: Joshua Falcon?
Services are provided in English.
What financial institutions are located near Edward Jones - Financial Advisor: Joshua Falcon in Tampa?
Nearby financial institutions include J.P. Morgan Private Bank, Morgan Stanley, and Raymond James offices such as Total Wealth Mgmt Brent Hulling and Damien Bertucelli - Raymond James.
Are there any legal services or law firms near Edward Jones - Financial Advisor: Joshua Falcon?
Yes, nearby law firms and legal service providers include Venable LLP, Holland and Knight, Trent Cotney, Tampa Injury Lawyers, and OSHA Defense.
What nearby points of interest can clients visit before or after their appointment at Edward Jones?
Clients may visit the YMCA for fitness, or check out real estate professionals such as Janna Cantero Realtor and Tampa Bay Real Estate Professional, Lauren Rodriguez nearby.