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: Sheri M Conerly-Davis
316 N Park Ave, Winter Park, FL
32789, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Sheri M Conerly-Davis
What services does Edward Jones - Financial Advisor: Sheri M Conerly-Davis offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Sheri M Conerly-Davis located?
Their office is located at 316 N Park Ave, Suite C, Winter Park, FL 32789, USA.
What are the office hours for Edward Jones - Financial Advisor: Sheri M Conerly-Davis?
The office is open Monday to Friday from 8:00 AM to 7:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Sheri M Conerly-Davis at Edward Jones?
You can contact her via phone at +1 407-645-2232 or email at sheri.conerly-davis@edwardjones.com.
How can I make an appointment with Edward Jones - Financial Advisor: Sheri M Conerly-Davis?
Appointments can be made through their contact page at https://www.edwardjones.com/us-en/financial-advisor/sheri-conerly-davis/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 spoken at Edward Jones - Financial Advisor: Sheri M Conerly-Davis?
They provide services in English.
What nearby dining options are there around Edward Jones in Winter Park?
Nearby dining options include Foresters Espresso Bar for coffee, Briarpatch Restaurant for American cuisine, and Orchid Thai Cuisine for Asian dishes.
Are there any notable shopping locations near Edward Jones on Park Avenue?
Yes, several boutiques and shops are nearby such as Blue Door Denim Shoppe, tugboat & the bird, and Scout & Molly’s of Park Avenue where clients can enjoy shopping before or after appointments.
What cultural or recreational places can customers visit near Edward Jones in Winter Park?
Customers might enjoy visiting the Winter Park Sidewalk Art Festival, which features an art gallery, park, and concert venue, perfect for leisure after financial consultations.