Edward Jones - Financial Advisor: Brian D Angelillis, CFP®|AAMS®
5.03 reviews
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: Brian D Angelillis, CFP®|AAMS®
304 W Venice Ave, Venice, FL
34285, United States
Hours
Reviews
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- BFBrice FergusonSep 12, 20255.0I’ve had the privilege of working with Brian for years and he has always been an absolute wealth of knowledge. He has helped guide me and the friends I have sent him through some tough financial planning decisions. He is truly a shining example of what financial planning should be!
- BKBill KoehnleinJul 31, 20235.0Brian is the one to see when you start your financial planning. His background, training and kindness enable him discuss deeply your plans and goals. He performs all the usual, monitor the markets, tracks the world economy and world events. His real knock is to distill that wealth of knowledge and distill it down to make it useful for his clients. Brian will be there for you for the long run.
- JOJoy OldfieldApr 27, 20205.0We met Brian a few years ago and were pleased with the great location of his office in downtown Venice. He’s been so helpful with our changing needs. He’s very easy to talk to and answers any questions we have. His Branch Manager, Jenni, is very friendly and helpful. They make a great team! They have come to our home when getting to the office was too difficult for us. They take care of business in a very professional way but yet, remain warm and friendly in their interactions. They are helping us achieve our investment goals.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian D Angelillis, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Brian D Angelillis offer?
The business offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Brian D Angelillis located?
It is located at 304 W Venice Ave, Suite 202, Venice, FL 34285, USA.
What are the business hours of Edward Jones - Financial Advisor: Brian D Angelillis?
The office is open Monday through Friday from 7:30 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Brian D Angelillis?
You can contact them by phone at +1 941-244-0361 or by email at brian.angelillis@edwardjones.com.
Can I schedule a consultation or appointment online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/brian-angelillis/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Brian D Angelillis?
English is the language spoken at this location.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers iOS and Android apps available on the Apple App Store and Google Play Store for mobile investment management.
What nearby financial services are available around Edward Jones in Venice, FL?
Nearby financial services include Bank of America ATM, Barnett Bank, Tackett Wealth Management, 365 Wealth Partners Venice, FourThought Private Wealth, and Pinkerton Private Wealth for various financial and investment needs.
Are there nearby dining options customers can visit before or after meeting at Edward Jones?
Yes, customers can visit nearby restaurants such as Daiquiri Deck Island of Venice, Cassariano Italian Eatery, Ristorante San Marco, Italiano's North, Seven On Venice, and Ciao Gelato.
What nearby places could be of interest for someone visiting Edward Jones in Venice?
Visitors can explore retail and leisure spots including boutique stores like Venice In Vogue, Seaside Chic Boutique, B & B Bootery, Tangi and Jess art gallery, Fountain Park for outdoor relaxation, and J&G Jewelry for accessories.