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: Rich Scheflow, CFP®|ABFP®
110 N Brockway, Palatine, IL
60067, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- JDJim DarowNov 28, 20235.0My wife and I have been working with Rich along with Lisa for quite a few years now. We love his approach to making sure that we totally understand our options for investments. He's very interested in where we want to be and our goals. The level of personal attention is outstanding. We always feel comfortable with his recommendations and trust his guidance as we need it. Both Rich and Lisa are just genuinely nice people to work with. Trustworthy for sure!
- WBWilliam BoswellNov 16, 20235.0Rich and Lisa do a great job all around. Performance has been strong financially and their customer service and follow up is always excellent. Highly recommend.
- HCHolli CurtisJul 6, 20235.0Rich has been my financial advisor for nearly 10 years now. In that time he has helped me develop and refine a well-rounded plan that aligns with my goals and comfort level. He is highly knowledgeable and respected in his field, collaborative, proactive, practical, savvy, and personable. I value and appreciate his recommendations and advice and feel good knowing that I have a trusted advisor to reach out to with any questions.
- RGRich GrodekJun 13, 20235.0We have used Rich's services to manage investments for ourselves and several family members. He is very knowledgeable , easy to talk to, and quickly responsive to all our questions and financial needs. And most importantly, he has done a good job of maintaining and growing our savings amidst the crazy Market fluctuations. Lisa is usually the first one to answer phone calls and is also very knowledgable and helpful in answering many questions.
- JFJohn FetchoMay 17, 20235.0I have been working with Rich Scheflow for a few years now, and I've been very happy with his professionalism and sincerity. Rich is knowledgeable, thorough, conscientious, and trustworthy. Rich has always provided me with a wealth of information that helps me with the financial decision-making process. And that process is never "cookie cutter". Rich tailors financial plans specifically to fit the needs of each individual investor, and I have to say that I've been very happy with the plan Rich has put together for me. Rich is never "pushy", and I've always felt that any decision that needed to be made was always mine to make, not his. In addition, Rich is compensated on a fee basis rather than a commission basis, which I believe is better for the investor. As a client, you hear from Rich regularly; you are not forgotten once you become his client. I always recommend Rich to my friends and family any time they are in need of a financial planner.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP®
What services does Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Rich Scheflow, CFP®|ABFP® located?
The office is located at 110 N Brockway, Suite 340A, Palatine, IL 60067, United States.
What are the business hours for Edward Jones - Financial Advisor: Rich Scheflow?
They are open Monday through Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Rich Scheflow?
You can contact Rich Scheflow via phone at +1 847-359-9888 or email at rich.scheflow@edwardjones.com.
Does Edward Jones - Financial Advisor: Rich Scheflow have an online presence?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/rich-scheflow, their LinkedIn profile at https://www.linkedin.com/in/rich-scheflow, and their Facebook page.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available on Android and iOS platforms for convenient access to investment services.
How can I schedule an appointment with Edward Jones - Financial Advisor: Rich Scheflow?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/rich-scheflow/contact/.
Are there any legal services nearby Edward Jones - Financial Advisor: Rich Scheflow?
Yes, nearby legal services include The Law Offices of Nicholas W. Richardson, P.C and Nick Richardson Law, both specializing in divorce and family law.
What dining options are available near Edward Jones - Financial Advisor?
Nearby dining options include Emmett's Brewing Company, Tap House Grill Palatine, Jake's Artisan Grilled Cheese, Dario's sandwich shop, Lamplighter Inn Tavern and Grille, and Starbucks for coffee.
Are there any financial service providers near Edward Jones in Palatine?
Yes, nearby financial services include another Edward Jones office for Margaret McMahon, Merrill Lynch, Wells Fargo Advisors, BMO Harris Bank, CFM Insurance, and Detterbeck Wealth Management.