Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Adam R Waller
707 Whitlock Ave SW, Marietta, GA
30064, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star0
- LMLiz MilamDec 21, 20245.0He is the friendliest and most trustworthy FA I have ever worked with! I know my family is safe with him managing our finances.
- JSJustin SmithMay 6, 20245.0Adam is a stand up guy and an absolute expert financial advisor. There’s no one my wife and I trust more!
- JOJustina OutlawDec 6, 20235.0Adam is very professional and knowledgeable in what he does. He took the time to talk to me about his services and products and he is very passionate about helping others. Adam is a very solid guy and brings great business and work ethic to our community! I will continue to support his vision.
- CWChristy WebbAug 3, 20235.0Adam has been wonderful to work with. He has helped us navigate some financial decisions and has helped us make a financial plan. He answers all your questions and does a great job communicating recommendations and changes. I highly recommend Adam!
- RSRachel ShallenbergerApr 26, 20235.0Adam and his office manager Charla are such a delight to work with. They’ve helped us tremendously to get our finances on track. We finally feel confident about our financial future!
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam R Waller
What services does Edward Jones - Financial Advisor: Adam R Waller offer?
They provide financial advising, investment management, investment funds, and stock broker services.
What are the office hours for Edward Jones - Financial Advisor: Adam R Waller?
The office is open Monday through Friday from 8:00 AM to 6:00 PM and closed on Sundays. On Saturdays, they are open by appointment only.
Where is Edward Jones - Financial Advisor: Adam R Waller located?
The office is located at 707 Whitlock Ave SW, Suite F3, Marietta, GA 30064, US.
How can I contact Edward Jones - Financial Advisor: Adam R Waller?
You can reach them by phone at +1 470-431-1325 or +1 770-919-7047, or email at adam.waller@edwardjones.com.
What specialties does Edward Jones - Financial Advisor: Adam R Waller have?
They specialize in 401(k) plans, Roth IRA, 529 College Savings Plans, and life insurance.
Is there a way to schedule an appointment with Adam R Waller online?
Yes, you can schedule an appointment via the reservation link: https://www.edwardjones.com/us-en/financial-advisor/adam-waller/contact/
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html
What nearby counseling and mental health services are accessible near Edward Jones in Marietta?
Nearby counseling options include Elevate Counseling and Coaching and Life Counseling & Assessment, which can provide mental health support before or after your financial advising sessions.
What other professional services are located near Edward Jones - Financial Advisor: Adam R Waller?
Nearby professional services include Rausch Advisory Services for accounting and financial needs, and several law firms such as David J Casey, Attorney and Maddox & Maddox, P.C., helpful for legal consultation alongside financial planning.
Are there any healthcare services near Adam R Waller’s office?
Yes, healthcare services nearby include Nulife Senior Care and Southeast Healthcare, suitable for clients who may want to coordinate health and financial planning.