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: Roger L Smith, CFP®|AAMS®
1900 E Golf Rd, Schaumburg, IL
60173, United States
Hours
Reviews
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- ECElene CafassoMay 8, 20195.0Roger Smith truly cares about his clients and puts in the extra research, time and effort to help them achieve their financial goals. He and Barb, his Branch Office Administrator, go the extra mile to develop personal relationships with their clients. You never feel like you're just a number with them. Roger is also a CFP, which demonstrates his commitment to the profession. I like that he gives back to the community through his leadership in service organizations too.
Frequently Asked Questions About Edward Jones - Financial Advisor: Roger L Smith, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Roger L Smith, CFP®|AAMS® offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the regular business hours for Edward Jones - Financial Advisor: Roger L Smith?
Monday, Tuesday, Wednesday, and Friday from 8:00 AM to 5:00 PM; Thursday from 10:00 AM to 7:00 PM; closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Roger L Smith at Edward Jones?
You can call them at +1 847-995-0696 or email rogerl.smith@edwardjones.com.
Where is Edward Jones - Financial Advisor: Roger L Smith located?
They are located at 1900 E Golf Rd, Suite L100, Schaumburg, IL 60173, USA.
Is it possible to book an appointment online with Roger L Smith?
Yes, appointments can be scheduled through their contact page: https://www.edwardjones.com/us-en/financial-advisor/rogerl-smith/contact/
Are there any online tools offered by Edward Jones to help with retirement planning?
Yes, they offer a Retirement Savings Calculator accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which nearby mortgage lending services can I visit when consulting Edward Jones?
Nearby mortgage services include Carlos Rosado, VP of Mortgage Lending NMLS #673321, Bianca Stone at Guaranteed Rate, Rate mortgage broker, RWM Home Loans, Regina Danikowski at Guaranteed Rate, Linda Hanson at Guaranteed Rate, and Tony Piotrowski at Guaranteed Rate.
What legal services are available near Edward Jones for financial or family law advice?
Nearby legal services include Noorani & Villar P.C. (divorce and family law), Centarus Legal Services, P.C., and Anthony J. Madonia and Associates specializing in legal services, wills, trusts, and probate.
Are there any nearby religious or community centers close to Edward Jones?
Yes, Outreach Fellowship Christian Center is nearby for religious gatherings and community involvement.
What local amenities might customers visit before or after their appointment at Edward Jones in Schaumburg?
Customers can visit local services such as My Halal Fish and More (supermarket), eBizUniverse (advertising agency), Ktax and Accounting, and health services like Krishna Patel, MD - Schaumburg Office.