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: Allen Whitaker
6000 Lake Forrest Dr, Atlanta, GA
30328, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Allen Whitaker
What services does Edward Jones - Financial Advisor: Allen Whitaker offer?
The firm offers personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies.
How can I contact Allen Whitaker at Edward Jones?
You can reach Allen Whitaker by phone at +1 470-745-7667 or email at allen.whitaker@edwardjones.com.
Where is Edward Jones - Financial Advisor: Allen Whitaker located?
The office is located at 6000 Lake Forrest Dr, Ste 285, Atlanta, GA 30328, US.
Is Edward Jones - Financial Advisor: Allen Whitaker currently open?
Yes, the office is currently open.
How can I schedule a consultation with Allen Whitaker?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/allen-whitaker/contact/.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help manage your investments.
What languages are spoken at Edward Jones - Financial Advisor: Allen Whitaker?
Services are offered in English.
Which nearby financial service providers could also benefit customers in the area?
Nearby financial services include Edward Jones - Financial Advisor: Riyah Ward, Justin D. Streeter of Ameriprise Financial, George David Fritts of Ameriprise Financial Services, Private Client Tax Solutions, Benedict Financial Advisors, Sands Investment Group, and Yieldi.
What counseling and mental health services are near Edward Jones that clients might consider?
Clients may consider nearby counseling services such as Michelle Morris, LPC, Beverly J. Matthews, Psychotherapist, Behavioral Institute of Atlanta, and Atlanta Professional Counseling Associates.
Are there any healthcare and wellness providers near Edward Jones?
Yes, nearby healthcare providers include Medical & Sports Massage, Atlanta Chiropractic and Neurology, Interim Healthcare, High Focus Centers Sandy Springs Outpatient Treatment Center, PREventClinic, and Center for Pediatric Wellness.