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: Aditya Patel, CFP®|CRPC™
6110 McFarland Station Dr, Alpharetta, GA
30004, United States
Hours
Reviews
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- RRRobin RudisillApr 25, 20245.0Adi knows finances and treats his clients well. I have my retirement account with him because I trust him. I work with several financial planners and refer my clients to Adi because of how trustworthy he is.
- ADAndrew DenhamJan 15, 20215.0Adi is an excellent advisor to work with. He takes the time to get to know & understand each individual, then creates a tailored plan for his clients to implement & achieve their goals. Very knowledgeable, professional, hard-working & honest. I highly recommend Adi!
Frequently Asked Questions About Edward Jones - Financial Advisor: Aditya Patel, CFP®|CRPC™
What are the regular business hours for Edward Jones - Financial Advisor: Aditya Patel, CFP®|CRPC™?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays, except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Aditya Patel located?
The office is located at 6110 McFarland Station Dr, Suite 106, Alpharetta, GA 30004, USA.
What financial services does Aditya Patel at Edward Jones provide?
Services include personalized investment services, retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
How can I contact Edward Jones - Financial Advisor: Aditya Patel?
You can call the main phone number at +1 470-458-9403 or send an email to aditya.patel@edwardjones.com.
Does Edward Jones - Financial Advisor: Aditya Patel offer online appointment scheduling?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/aditya-patel/contact/.
Is there an app to manage my Edward Jones investments?
Yes, Edward Jones offers a mobile app available for Android and iOS devices to help you manage your investments.
What languages are spoken at Edward Jones - Financial Advisor: Aditya Patel?
English is the primary language spoken at this office.
What nearby financial or professional services are located close to Edward Jones in Alpharetta?
Nearby you can find Performance Lending (mortgage broker), Whitaker Roofing Company, Jonathan R. Brockman, P.C. (personal injury law), and Franchise Marketing Systems (business consulting). These services could complement your financial planning and home or business needs.
Are there childcare services near Edward Jones for clients with children?
Yes, Legacy Academy and Carrington Academy McFarland are nearby childcare and preschool services, convenient for clients looking for child care during meetings.
What recreational or fitness options are near Edward Jones in Alpharetta?
For recreation and fitness, you have options like Sree Badminton Academy, a sports club and gym, and Strikers Allstars gym nearby, potentially great for work-life balance activities before or after your appointments.