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: Andy Copeland
760 Longleaf Blvd, Lawrenceville, GA
30046, United States
Hours
Reviews
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- EBEllen BarskiNov 1, 20175.0My family has been working with Andy and Frances for many, many years and have been more than pleased. Their warmth, personal attention, and careful guidance create a relationship, a factor that puts them well ahead of other financial advisors. We trust them completely. Moreover, our portfolios are solid evidence of Andy's sound financial advice.
- MTMadalina TheissOct 27, 20171.0Arrived at this location and the door was locked. The woman at the front walks up and opens the door and puts her hands on her waist and asks "what do you need?" We took a card because the financial advisor was not there but we will not be returning. You don't need to adress potential customers with such attitude. We will be taking our business elsewhere, straighten up and realize that you are also in the CUSTOMER SERVICE field.
- TRTed RobertsonFeb 24, 20151.0We invested with this broker and were very disappointed with his fee disclosures. We purchased municipal bonds thru him only to find out there were undisclosed fees. We also found there were numerous investments that could have been purchased for thousand less through Merrill Edge or Fidelity. We closed our accounts within a month of opening them. Unfortunately, we paid thousand more for investments than we could have. This broker should be avoided unless you are willing to pay excessive fees for limited financial advice.
Frequently Asked Questions About Edward Jones - Financial Advisor: Andy Copeland
What services does Edward Jones - Financial Advisor: Andy Copeland offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to client goals.
Where is Edward Jones - Financial Advisor: Andy Copeland located?
It is located at 760 Longleaf Blvd, Suite C, Lawrenceville, GA 30046, USA.
What are the office hours for Edward Jones - Financial Advisor: Andy Copeland?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Andy Copeland?
You can call the main phone at +1 470-410-5227 or email andy.copeland@edwardjones.com.
Does Edward Jones - Financial Advisor: Andy Copeland have an app I can use?
Yes, they have mobile apps available for Android and iOS through the Google Play Store and Apple App Store respectively.
Can I book a consultation with Andy Copeland online?
Yes, you can make a reservation through their online contact page: https://www.edwardjones.com/us-en/financial-advisor/andy-copeland/contact/
What languages are spoken at Edward Jones - Financial Advisor: Andy Copeland?
English is the language spoken at this location.
What nearby insurance agencies are close to Edward Jones in Lawrenceville?
Nearby insurance agencies include Farmers Insurance - Anthony Mann, Garcia Agency, and Austin Pankevich - State Farm Insurance Agent, which can be helpful if you need additional insurance advice when managing your financial plans.
Are there any legal service providers near Edward Jones - Financial Advisor: Andy Copeland?
Yes, nearby legal service providers include Lawrence Lewis P.C, Noel H. Benedict and Associates, Martinez Law Group, Rubio Law Group, and Cain Injury Law, which might assist with legal aspects related to financial planning.
What other professional services are available near Edward Jones in Lawrenceville?
Nearby professional services include Sharlene M Randolph CPA PC for accounting and financial services, StarGate Recruiting for professional and event photography, and Grant Shepherd & Associates for real estate and land surveying services, which clients might find useful for comprehensive financial and personal planning.