Edward Jones - Financial Advisor: Scott R Green, CFP®|AAMS®|CRPC™
5.08 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Scott R Green, CFP®|AAMS®|CRPC™
2631 Williamsburg Ave, Geneva, IL
60134, United States
Hours
Reviews
5.0
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- CSCamille SeigleJun 9, 20255.0Scott has been an absolute pleasure to work with. He truly listens to my financial goals and has been instrumental in helping me achieve them. His deep understanding of his clients' needs sets him apart, making every interaction both productive and insightful. I highly recommend Scott for anyone seeking a dedicated and knowledgeable advisor who genuinely cares about their clients' success.
- MLMichael LangJan 10, 20255.0I’ve been working with Scott for several years now, and I couldn’t be more satisfied with the level of service and expertise he provides. From the very first meeting, Scott took the time to understand my financial goals and offered personalized advice tailored to my needs. He is incredibly knowledgeable, approachable, and always makes sure I fully understand my options before making any decisions. Scott is proactive in keeping me informed about my investments and regularly checks in to make sure everything is on track. I trust him completely with my financial future, and I highly recommend him to anyone looking for a dedicated, professional, and trustworthy financial advisor. Five stars all the way!
- JSJohn StangelandAug 7, 20245.0Working with Scott has given me the peace of mind everyone should expect from a financial advisor. More than simple (and cogent) investment advice, his insights also gave me a new perspective on the psychology of my relationship with money - which was no mean feat, I can tell you. And - best of all - Scott is WAY more fun and far less serious than the other financial people I've talked to! I'm really happy to be part of his client roster.
- WOWilliam O'BrienAug 2, 20245.0We have work with Scott and this Edward Jones team since 2020 and feel amazingly fortunate to have found him. Even when we are not actively investing, Scott is reaching out to check on our family, to give us market updates, and to just say hi. And when we have a chance to invest his experience, knowledge, and passion for his work are evident. Now that we work with Scott, we wouldn’t work with anyone else.
- JMJan MulhollandJun 16, 20245.0I’ve had the great pleasure of working with Scott Green for the past few years and highly recommend him. He is an exceptional financial advisor and a genuinely caring individual. His expertise, integrity, tailored hands-on approach, and commitment to our needs and future, set Scott apart from others. His response time for questions is refreshingly prompt. Scott is our family's financial partner, and we feel confident knowing that our financial future is secure in capable hands.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott R Green, CFP®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Scott R Green offer?
They provide financial advisory services including retirement planning, investment management, stocks and bonds brokerage, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Scott R Green?
The office is open Monday through Friday from 9:00 AM to 5:00 PM Central Time, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Scott R Green?
You can make an appointment through their reservation website at https://www.edwardjones.com/us-en/financial-advisor/scott-r-green/contact/ or contact them via phone or email.
Where is Edward Jones - Financial Advisor: Scott R Green located?
The office is located at 2631 Williamsburg Ave, Ste 302, Geneva, Illinois 60134, USA.
Does Edward Jones - Financial Advisor: Scott R Green provide multilingual support?
They provide services in English.
What online resources are available to help with retirement planning through Edward Jones?
They offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
How might clients use nearby financial advisors like Alexis D Gonzalez or Nathan Galliart?
Clients in the Geneva area can compare services or seek additional financial advice by visiting nearby Edward Jones advisors such as Alexis D Gonzalez or Nathan Galliart for a broader perspective on investment and planning options.
What nearby medical facilities might be useful for clients visiting Edward Jones - Financial Advisor: Scott R Green?
Clients can access nearby medical services such as the American Colonoscopy & Endoscopy Center or Geneva Family Dental for healthcare needs before or after their financial appointments.
Are there shopping options nearby for clients visiting Edward Jones in Geneva?
Yes, clients can visit nearby stores such as The Dawg Pound shoe store, Gap clothing store, and Victoria's Secret for shopping convenience when visiting the area.
Can I connect with Edward Jones - Financial Advisor: Scott R Green on social media?
Yes, they have a Facebook page at https://www.facebook.com/102810471360657 and a Twitter handle @EdwardJones for updates and information.