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.
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Edward Jones - Financial Advisor: Natalie N Freeman, CEPA®
Natalie is an excellent professional, financial advisor. She stays abreast of trends, keeps me informed, and routinely meets with me to make the best financial decisions for my short and long term financial goals.
MH
Maxine Haynes
Sep 19, 2024
5.0
Natalie won me over with her professionalism and patience while allaying my concerns about having someone else manage my 401k plan after leaving my employer. During meetings with her I never feel rushed. She periodically checks in with me and does a great job in helping me fully understand the details in my statements. I’m very happy that I partnered with Natalie in managing my accounts.
JP
Jaclyn Peterson
Mar 7, 2024
5.0
Natalie prides herself on providing attentive, personalized service to her clients and strives to ensure that they understand the fluctuations of the market, while remaining committed to their investment goals.
Frequently Asked Questions About Edward Jones - Financial Advisor: Natalie N Freeman, CEPA®
What services does Edward Jones - Financial Advisor: Natalie N Freeman provide?
Natalie N Freeman provides services including financial advising, investment management, investment funds, and stock brokerage.
How can I schedule an appointment with Natalie N Freeman?
You can schedule an appointment online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/natalie-freeman/contact/.
Where is Edward Jones - Financial Advisor: Natalie N Freeman located?
The office is located at 442 W Kennedy Blvd, Suite 220, Tampa, FL 33606, USA.
What are the office hours for Natalie N Freeman?
The office is open Monday through Friday with additional appointments available by appointment only on Saturdays.
What specialties does Natalie N Freeman offer?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
How can I contact Natalie N Freeman via email or phone?
You can contact Natalie via phone at +1 813-324-9363 or email at natalie.freeman@edwardjones.com.
Does Edward Jones provide tools to plan for retirement?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there other financial services nearby Edward Jones - Financial Advisor: Natalie N Freeman?
Yes, nearby financial services include Solist Wealth Management, Edward Jones - Financial Advisor Victoria Rimpsey, and Simeon Hill Financial Planning, which can offer additional options for financial advising in the area.
What dining options are available near Edward Jones in Tampa?
Nearby dining includes Mise en Place (American/French restaurant), Tori Bar (Japanese restaurant), and The Champagne Bar (cocktail and wine bar), perfect for meals or drinks before or after your appointment.
What local amenities near Edward Jones might be useful for visitors?
Local amenities near Edward Jones include coffee shops like Lady and the Mug and Buddy Brew Coffee, plus recreational spots such as Snow Park and the Falk Theatre, offering leisure options around your visit.