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: Patrick J Twardak, CFP®|CIMA®
8930 Waukegan Rd, Morton Grove, IL
60053, United States
Reviews
5.0
1 reviews
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- MDMatthew DurdinSep 9, 20245.0"I had the pleasure of working with Patrick to set up 401k plans for my business, and I couldn't be more impressed with his expertise and professionalism. From the very beginning, Patrick demonstrated a deep understanding of the complexities involved and guided me through every step with clear, concise explanations. His knowledge in the field is truly exceptional, and he made the entire process seamless and stress-free. I feel confident knowing that my business and employees are in great hands with Patrick's advice. Highly recommend!"
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick J Twardak, CFP®|CIMA®
Who is Patrick J Twardak and what services does he offer at Edward Jones?
Patrick J Twardak is a Certified Financial Planner and Certified Investment Management Analyst at Edward Jones, offering financial advising, investment management, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Patrick J Twardak located?
This Edward Jones office is located at 8930 Waukegan Rd, Suite 140, Morton Grove, IL 60053, USA.
How can I schedule an appointment with Patrick J Twardak?
You can schedule an appointment online through the Edward Jones website specific to Patrick J Twardak or contact the office directly by phone at +1 847-410-2877.
What are some of the financial specialties Patrick J Twardak offers?
His specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones - Patrick J Twardak provide resources to learn more about IRAs?
Yes, they feature helpful information about IRAs, including Roth vs. Traditional IRA comparisons, on the official Edward Jones website.
Which competitors operate in the same financial advisory space as Patrick J Twardak?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.
What languages are supported by the Edward Jones office of Patrick J Twardak?
The office primarily provides services in English.
What nearby healthcare options are available around Edward Jones - Financial Advisor: Patrick J Twardak in Morton Grove?
Nearby healthcare options include Emergency Dentist 24/7 Morton Grove, New Age Dental, IBJI Morton Grove OrthoAccess Immediate Care, and several doctors and specialists like Dr. Eric J Belin M.D. and Dr. Linda Lopata M.D.
Are there any convenient nearby financial institutions to visit along with Edward Jones in Morton Grove?
Yes, nearby financial institutions include Capital Depot Corporation and Northwest Community Credit Union, which may offer additional banking and credit services.
What local dining or leisure spots are near Edward Jones - Patrick J Twardak's office for clients to visit before or after appointments?
Clients can visit places like Tommy's on Waukegan or Tommy's Tavern & Restaurant for dining, or enjoy services like Nature's Hand Car Wash & Detailing for vehicle care.