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: Adam Underhill, CFP®|AAMS®
611 Rollingwood Dr, Shorewood, IL
60404, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- LGLaura GilbertJun 12, 20255.0Adam is very knowledgeable and works with each client to meet their individual needs. He has helped us map out a retirement plan and offered sound advice about our finances overall. This is your guy!
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam Underhill, CFP®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Adam Underhill, CFP®|AAMS®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Adam Underhill?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/adam-underhill/contact/.
What types of financial services does Adam Underhill provide?
Adam Underhill offers personalized investment services including retirement planning, education savings, stocks & bonds, investment management, and financial advising.
Can I contact Adam Underhill via email or phone?
Yes, you can reach him by email at adam.underhill@edwardjones.com or by phone at +1 815-486-3136 or alternate phone +1 815-630-4377.
Does Edward Jones have a mobile app for clients?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for easy account management.
Where is Edward Jones - Financial Advisor: Adam Underhill located?
The office is located at 611 Rollingwood Dr, Suite 1, Shorewood, IL 60404, USA.
What languages are spoken at this Edward Jones office?
The services are provided in English.
Are there any notable places near Edward Jones in Shorewood that I might visit?
Yes, nearby you can find Garbin's Ristorante, a Filipino and Italian restaurant, and PB&Js Paradise, a local pub, which are great spots to visit before or after your appointment.
Can I find other financial advising services near Adam Underhill's office?
Yes, nearby financial advising services include Delco Financial Services and Brightway Wealth Management, which might offer additional options for investing or financial consultation.
Are there community or recreational places near Edward Jones that I could visit?
There are several parks nearby, such as Ca Crest Park and Huntington Park, great for relaxation or active life activities surrounding your visit to the office.