Edward Jones - Financial Advisor: Andres Rodriguez, CFP®|CPWA®|RLP®
5.010 reviews
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: Andres Rodriguez, CFP®|CPWA®|RLP®
3030 Salt Creek Ln, Arlington Heights, IL
60005, United States
Hours
Reviews
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- CMChris MichaelsMay 23, 20245.0Andy does his research on the markets. He is honest and up front about issues and concerns. He is truly a fiduciary. He is also friendly and enjoyable to work with . . . and understands the concerns of families.
- KCKim CoppinMay 19, 20225.0One of the things I love most about Andres is that he has a passion for educating his clients— I came to him a little skeptical, idealizing the thought of managing my own investments but realistic about my very limited knowledge. I’m so glad I started working with Andres because I’ve learned so much while working with him, and it’s been a blessing to have diversified investments with the current stock market instability. Through Andres, I have come to understand the benefit of envisioning my own financial future and planning for it— I always have him to bounce ideas off of from buying my first home a couple months ago to laying the financial plans to go to graduate school. These big planning pieces that used to give me anxiety because of my limited knowledge have been so manageable and dare I say enjoyable with Andres’s guidance! Andres is the financial sherpa that I didn’t realize how much I needed, and I recommend him to everyone looking to expand their investment framework and knowledge of financial planning, and to meet their personal goals!
- BABoix AngladaFeb 2, 20205.0Andres is diligent, trustworthy, always available and highly professional.
- DSDavid SmithNov 20, 20195.0Andres takes a great deal of time to know your individual needs, rather than just offer cookie cutter approaches. He also never pushes any personal agenda, rather he always encourages the investor to decide what they want to do based on his excellent, expert advice. He and his office are also very prompt with their communications and follow up. Would recommend.
- CUCarlos UrreaNov 18, 20195.0Andres has been wonderful to work with. He takes the time to understand our needs and has provided us with very needed and thoughtful guidance for our financial needs. He is very accommodating to my schedule so we have met during evenings and weekends. I highly recommend him due to his professionalism, positive attitude, and knowledge.
Frequently Asked Questions About Edward Jones - Financial Advisor: Andres Rodriguez, CFP®|CPWA®|RLP®
What are the regular business hours for Edward Jones - Financial Advisor: Andres Rodriguez?
The office is open Monday through Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Is it possible to schedule an appointment outside of regular business hours?
Yes, Edward Jones accepts appointments by appointment only on Mondays through Fridays, outside of regular open hours.
What types of financial services does Edward Jones - Andres Rodriguez offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
How can I contact Edward Jones - Financial Advisor Andres Rodriguez?
You can contact the office by phone at +1 224-701-3151 or by email at andres.rodriguez@edwardjones.com.
Where is Edward Jones - Financial Advisor Andres Rodriguez located?
The office is located at 3030 Salt Creek Ln, Suite 135, Arlington Heights, IL, 60005, USA.
Does Edward Jones - Andres Rodriguez provide online resources or tools for retirement planning?
Yes, they offer an online Retirement Savings Calculator available on their website to help clients prepare for their financial future.
Are there real estate agents near Edward Jones - Andres Rodriguez's office?
Yes, several real estate agents and services are nearby, including Ellen Ritsos, HomeSmart Connect Realtor, Gabriela Docarova Realtor, Cindy Beverley, Andy and Noel Walton from HomeSmart, and more, which might be helpful if you are interested in property investments or real estate planning.
What medical services are available near Edward Jones - Andres Rodriguez's location?
Nearby medical services include Northwest Orthopedic Surgery, Northwest Dental Group, All About Kids Dentistry of Arlington Heights, Northwest Rehabilitation, and Central Eye Care which could be convenient for clients visiting the area.
Are there any legal services close to Edward Jones - Andres Rodriguez's office?
Yes, legal services such as Law Offices of Christopher M. Cosley and Cosley Law Office are located nearby, which might be helpful for clients needing legal advice relating to finances or real estate.
What can clients expect from a consultation with Edward Jones - Financial Advisor Andres Rodriguez?
Clients can expect tailored advice through face-to-face consultations focused on creating personalized financial plans that fit their individual goals including investment management and retirement readiness.