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: 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
- DHDanielle La HaJul 18, 20235.0My husband and I have worked with Rich since 2017, and have had an amazing experience. He was able to offer multiple options to help prepare us for our future as well as suggestions to ensure our family was taken care of. We couldn’t imagine working with anyone else!
- KKKristine KellyJul 18, 20235.0We have been working with Rich for a few years now. He and Lisa are always very prompt in answering any questions we have. Our meetings with Rich are always casual yet informative. Rich’s approach feels very customized and not like you’re running through a checklist. I highly recommend Rich to anybody looking for a financial advisor. You will not regret it!
- 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.
- JSJason & Suellen SaternJun 12, 20235.0We have been working with Rich for awhile now and are so thankful for his expertise and financial guidance. We retired a year ago and he was so helpful in helping us through that process! Lisa is great to work with too - a very comfortable office environment. We highly recommend Rich!
- 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.