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
Chad and Gigi have been so incredibly kind and supportive. They take their time advising and teaching me about my portfolio. I have no doubt they will be my team for years to come.
BR
Brenda Ringo
Dec 2, 2024
5.0
Chad has explained finances which have helped me make intelligent and profitable decisions! He and GG are personable, knowledgeable and always make me feel respected. The office is inviting and they always make you feel welcome!
HD
Hal Davis
Jun 8, 2023
1.0
Chad is about the worst person you could ever get financial advice from. If you don't make over $100,000 a year, expect to be berated and belittled. Chad is the most unprofessional individual I have encountered in the financial field. Edward Jones should be ashamed to have him as an employee. People talk to financial advisers to get help and advice, not to be put down. If you are looking for financial guidance, look elsewhere.
MG
matt Gibson
Oct 9, 2020
5.0
Outstanding people to work with highly recommended.
NI
Nadia Ingram
Aug 21, 2019
5.0
Chad is a real fiduciary. He is very knowledgeable and patiently shows me what is happening with my funds while teaching me all about the investment system. I'm confident about my portfolio and now I'm also more experienced. This office makes sure I see them at least once a year to review my portfolio. Gigi is extremely courteous and helpful. I highly recommend this team!
Frequently Asked Questions About Edward Jones - Financial Advisor: Chad M Lynn
What are the regular office hours of Edward Jones - Financial Advisor: Chad M Lynn?
Our office is open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:30 PM, with appointments only on Fridays.
Where is Edward Jones - Financial Advisor: Chad M Lynn located?
We are located at 4130 Woodmere Park Blvd, Suite 11, Venice, FL 34293, USA.
How can I contact Edward Jones - Financial Advisor: Chad M Lynn?
You can reach us by phone at +1 941-451-5692 or via email at chad.lynn@edwardjones.com.
What type of financial services does Edward Jones - Financial Advisor: Chad M Lynn offer?
We provide personalized investment services including financial advising, investment management, stocks and bonds brokerage, and retirement planning.
Is it possible to book an appointment online with Chad M Lynn?
Yes, you can schedule an appointment through our online contact page at https://www.edwardjones.com/us-en/financial-advisor/chad-lynn/contact/.
Does Edward Jones - Financial Advisor: Chad M Lynn support any mobile applications?
Yes, Edward Jones has mobile apps available on Android and iOS platforms for convenient access to services.
What languages does Edward Jones - Financial Advisor: Chad M Lynn support?
We provide services in English.
What nearby real estate agencies are close to Edward Jones - Financial Advisor: Chad M Lynn?
Nearby real estate services include Sue Breckinridge-KW Coastal Living and Englewood Area Real Estate, which may help clients interested in property investments.
Are there any nearby legal services to Edward Jones - Financial Advisor: Chad M Lynn?
Yes, Integrity Title Services, Farr Law, and Boeller Law are nearby and can assist clients with real estate and family law matters relevant to financial planning.
What healthcare services are located near Edward Jones - Financial Advisor: Chad M Lynn?
Several healthcare providers are nearby, including Florida Urology Specialists doctors Matthew J. Perry, Joseph Bilik, Thomas H. Williams, and William J. Tingle, as well as dental and chiropractic clinics.